RW
| |
Ruedi Wealth Management, Inc.13F | |
| Ruedi Wealth Management, Inc. | |
| Last update 2025-04-23 | 332 Stocks (6 new) |
| Value $320.00 Mil | Turnover 3 % |
Ruedi Wealth Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 2,129,216 | 70,242.8 | -0.61% | 21.980 | -0.14% | 0.220 | +18.73% | +6.19% | 35,543.3 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 891,971 | 42,386.5 | +1.25% | 13.260 | +0.16% | 0.960 | +1.91% | +3.85% | 4,858.6 | ||
DFGP |
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
| 786,263 | 42,010.1 | +4.53% | 13.150 | +0.57% | 3.020 | +2.04% | +2.76% | 1,636.8 | ||
DFUS | Dimensional U.S. Equity Market ETF | 288,903 | 17,472.8 | +0.99% | 5.470 | +0.05% | 0.130 | +20.05% | +7.40% | 15,782.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 354,670 | 14,615.9 | -1.86% | 4.570 | -0.09% | 0.130 | +12.26% | +4.97% | 11,649.0 | ||
DFIV | Dimensional International Value ETF | 356,780 | 14,042.9 | +2.77% | 4.390 | +0.12% | 0.150 | +12.55% | +22.98% | 12,179.3 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 254,385 | 13,098.3 | +1.27% | 4.100 | +0.05% | 0.130 | +17.36% | +0.20% | 10,960.9 | ||
DFAX |
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
| 462,935 | 12,128.9 | -2.11% | 3.800 | -0.08% | 0.160 | +15.18% | +20.40% | 8,874.0 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 391,860 | 10,882.0 | +2.09% | 3.410 | +0.07% | 0.130 | +12.58% | +21.57% | 9,637.7 | ||
DFLV | Dimensional US Large Cap Value ETF | 319,777 | 9,775.6 | +9.05% | 3.060 | +0.25% | 0.300 | +11.22% | +5.02% | 3,712.1 |
Ruedi Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Ruedi Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFGP |
Dimensional Global Core Plus Fixed Income ETF
Dimensional Global Core Plus Fixed Income ETF
| 2025-03-31 | Add Add | +0.57% | 52.15 ($53.16) 53.93 | $54.20 | 1.96% | Add 4.53% | 786,263 | 34,082 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy New Buy | +0.50% | 507.05 ($540.58) 563.67 | $576.92 | 6.72% | New holding | 3,098 | 3,098 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.32% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Add 340.99% | 4,723 | 3,652 | |
DFLV | Dimensional US Large Cap Value ETF | 2025-03-31 | Add Add | +0.25% | 29.56 ($30.89) 31.77 | $31.26 | 1.20% | Add 9.05% | 319,777 | 26,549 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Reduce Reduce | -0.24% | 40.79 ($41.67) 42.32 | $41.99 | 0.77% | Reduce -11.69% | 141,474 | -18,722 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Add Add | +0.16% | 46.74 ($47.22) 47.57 | $48.01 | 1.67% | Add 1.25% | 891,971 | 11,016 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Reduce Reduce | -0.14% | 32.42 ($34.71) 36.1 | $36.53 | 5.24% | Reduce -0.61% | 2,129,216 | -12,978 | |
DFIV | Dimensional International Value ETF | 2025-03-31 | Add Add | +0.12% | 35.33 ($38.16) 40.8 | $42.72 | 11.95% | Add 2.77% | 356,780 | 9,620 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Reduce Reduce | -0.10% | 90.7 ($97.44) 101.57 | $102.51 | 5.20% | Reduce -20.61% | 13,053 | -3,388 | |
DFAR | Dimensional US Real Estate ETF | 2025-03-31 | Add Add | +0.09% | 22.35 ($23.59) 24.51 | $23.61 | 0.08% | Add 7.26% | 178,557 | 12,089 |
Ruedi Wealth Management, Inc. Total Holding History ($B)
Ruedi Wealth Management, Inc.'s Asset Allocation
Ruedi Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ruedi Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Ruedi Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ruedi Wealth Management, Inc.'s Holdings Heat Map
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Ruedi Wealth Management, Inc.'s Holdings Bubble Chart
Ruedi Wealth Management, Inc. News
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