Ruedi Wealth Management, Inc.: 13F holdings
CIK 19406782026Q2
| Positions | 62 |
|---|
| Reported value | $426.3m |
|---|
| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 62 (+4 vs prior quarter) |
|---|
| Reported value | $426.3m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,293,774 | $101.8m | 23.9% |
| DFGP DIMENSIONAL ETF TRUST | 1,053,280 | $57.4m | 13.5% |
| DFSD DIMENSIONAL ETF TRUST | 1,144,966 | $54.7m | 12.8% |
| DFUS DIMENSIONAL ETF TRUST | 262,879 | $21.5m | 5.1% |
| YM=F DIMENSIONAL ETF TRUST | 325,745 | $17.9m | 4.2% |
| DFIC DIMENSIONAL ETF TRUST | 477,389 | $17.8m | 4.2% |
| DFAX DIMENSIONAL ETF TRUST | 465,556 | $17.2m | 4.0% |
| DFIV DIMENSIONAL ETF TRUST | 280,259 | $15.1m | 3.6% |
| DIMENSIONAL ETF TRUST | 212,725 | $14.9m | 3.5% |
| DFEM DIMENSIONAL ETF TRUST | 301,960 | $12.3m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1940678")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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