Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ruedi Wealth Management, Inc. (CIK 1940678) reported $388.3M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($89.0M, 22.92%), DFGP ($53.6M, 13.81%), DFSD ($52.5M, 13.53%), DFUS ($19.1M, 4.93%), DFIC ($16.3M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $89.0M | 22.92% | 2.3M | Trimmed |
| 2 | DFGP | DIMENSIONAL ETF TRUST | $53.6M | 13.81% | 993,040 | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $52.5M | 13.53% | 1.1M | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $19.1M | 4.93% | 269,699 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $16.3M | 4.20% | 458,813 | Trimmed |
| 6 | DFAX | DIMENSIONAL ETF TRUST | $16.0M | 4.12% | 471,355 | Trimmed |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $16.0M | 4.11% | 329,582 | Trimmed |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $15.2M | 3.91% | 287,414 | Trimmed |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $13.5M | 3.48% | 216,534 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $10.5M | 2.69% | 302,689 | Trimmed |
| 11 | DFLV | DIMENSIONAL ETF TRUST | $9.3M | 2.39% | 260,194 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $7.8M | 2.00% | 109,426 | Added |
| 13 | DUSB | DIMENSIONAL ETF TRUST | $7.7M | 1.97% | 151,021 | Trimmed |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $5.1M | 1.31% | 190,966 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $4.9M | 1.25% | 101,371 | Added |
| 16 | AAPL | APPLE INC | $4.7M | 1.20% | 18,330 | Trimmed |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $4.3M | 1.11% | 101,673 | Trimmed |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $4.0M | 1.03% | 169,097 | Added |
| 19 | AVUS | AMERICAN CENTY ETF TR | $4.0M | 1.02% | 35,610 | Added |
| 20 | DISV | DIMENSIONAL ETF TRUST | $4.0M | 1.02% | 100,898 | Trimmed |
| 21 | AVLV | AMERICAN CENTY ETF TR | $3.8M | 0.98% | 47,051 | Trimmed |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $2.5M | 0.65% | 72,494 | Added |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $2.4M | 0.62% | 71,451 | Added |
| 24 | AVNV | AMERICAN CENTY ETF TR | $2.2M | 0.58% | 28,513 | Hold |
| 25 | BND | VANGUARD BD INDEX FDS | $1.3M | 0.33% | 17,585 | Added |
Source: SEC Form 13F filings · as of 2026-03-31