Ruedi Wealth Management, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Ruedi Wealth Management, Inc. 13F Holdings
CIK 0001940678 · CHAMPAIGN, IL
As of Sep 30, 2025, Ruedi Wealth Management, Inc. reported
53 positions worth $357.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,161,868 | $83.4M | 23.34% |
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | DFGP | — | 844,711 | $46.9M | 13.14% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 971,096 | $46.8M | 13.10% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 275,547 | $20.0M | 5.59% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 506,012 |
|
5.9M4.45% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 350,596 |
5.7M | 4.39% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 303,303 |
4.0M | 3.92% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 408,719 |
3.4M | 3.75% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 218,041 |
2.7M | 3.55% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 281,869 | $9.0M | 2.53% |
| DIMENSIONAL ETF TRUST | DFLV | — | 226,191 | $7.4M | 2.08% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 106,838 | $7.3M | 2.05% |
| DIMENSIONAL ETF TRUST | DUSB | — | 143,753 | $7.3M | 2.04% |
| APPLE INC | AAPL | Technology | 18,728 | $4.8M | 1.34% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 107,686 | $4.6M | 1.29% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 92,912 | $4.6M | 1.29% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 166,944 | $4.0M | 1.11% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 110,578 | $3.9M | 1.10% |
| AVANTIS US EQUITY ETF | AVUS | — | 35,986 | $3.9M | 1.10% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 142,903 | $3.9M | 1.09% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 46,672 | $3.4M | 0.94% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 72,094 | $2.3M | 0.64% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 65,983 | $2.1M | 0.58% |
| AMERICAN CENTY ETF TR | AVNV | — | 28,513 | $2.0M | 0.57% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 16,373 |
.2M | 0.34% |