The Analysis of Ruedi Wealth Management, Inc.'s Holdings
Currently, Ruedi Wealth Management, Inc. holds 53 types of securities in its portfolio with a total value $357.2M. In the most recent quarter, they have increased their positions in DFSD (+41.5K shares, valued at $2.0M), DFGP (+23.6K shares, valued at $1.3M), DUSB (+18.3K shares, valued at $929.6K); decreased their positions in VTI (-4.0K shares, valued at $1.3M), DFCF (-13.9K shares, valued at $595.5K), DFUS (-4.7K shares, valued at $341.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.2M shares0.50%2025-09-302025-11-13
DFGP DIMENSIONAL ETF TRUST844.7K shares2.87%2025-09-302025-11-13 DFSD DIMENSIONAL ETF TRUST971.1K shares4.47%2025-09-302025-11-13 DFUS DIMENSIONAL ETF TRUST275.5K shares-1.68%2025-09-302025-11-13 DFAX DIMENSIONAL ETF TRUST506.0K shares-0.20%2025-09-302025-11-13 DFUV DIMENSIONAL ETF TRUST350.6K shares-0.62%2025-09-302025-11-13 DFIV DIMENSIONAL ETF TRUST303.3K shares-0.54%2025-09-302025-11-13 DFIC DIMENSIONAL ETF TRUST408.7K shares7.12%2025-09-302025-11-13 DFAT DIMENSIONAL ETF TRUST218.0K shares0.30%2025-09-302025-11-13 DFEM DIMENSIONAL ETF TRUST281.9K shares4.61%2025-09-302025-11-13 DFLV DIMENSIONAL ETF TRUST226.2K shares-0.03%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST106.8K shares0.32%2025-09-302025-11-13 DUSB DIMENSIONAL ETF TRUST143.8K shares14.59%2025-09-302025-11-13 AAPL APPLE INC18.7K shares-0.37%2025-09-302025-11-13 DFCF DIMENSIONAL ETF TRUST107.7K shares-11.45%2025-09-302025-11-13 BNDX VANGUARD CHARLOTTE FDS92.9K shares-0.75%2025-09-302025-11-13 DFAR DIMENSIONAL ETF TRUST166.9K shares0.60%2025-09-302025-11-13 DISV DIMENSIONAL ETF TRUST110.6K shares-1.99%2025-09-302025-11-13 AVUS AMERICAN CENTY ETF TR36.0K shares1.07%2025-09-302025-11-13 DFGR DIMENSIONAL ETF TRUST142.9K shares7.01%2025-09-302025-11-13 AVLV AMERICAN CENTY ETF TR46.7K shares3.03%2025-09-302025-11-13 DFSV DIMENSIONAL ETF TRUST72.1K shares6.14%2025-09-302025-11-13 DFIS DIMENSIONAL ETF TRUST66.0K shares0.68%2025-09-302025-11-13 AVNV AMERICAN CENTY ETF TR28.5K shares0.00%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR16.4K shares0.00%2025-09-302025-11-13 AVSC AMERICAN CENTY ETF TR19.8K shares0.26%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR1.5K shares0.00%2025-09-302025-11-13 HD HOME DEPOT INC2.4K shares0.04%2025-09-302025-11-13 MSFT MICROSOFT CORP1.8K shares-6.06%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS12.2K shares-12.99%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS9.7K shares-2.70%2025-09-302025-11-13 DFAW DIMENSIONAL ETF TRUST11.7K shares-4.63%2025-09-302025-11-13 VUSB VANGUARD BD INDEX FDS16.1K shares-1.28%2025-09-302025-11-13 VGSH VANGUARD SCOTTSDALE FDS12.1K shares-1.89%2025-09-302025-11-13 DFSU DIMENSIONAL ETF TRUST15.1K shares9.74%2025-09-302025-11-13 AVDV AMERICAN CENTY ETF TR6.9K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC2.5K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC2.4K shares0.00%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS8.8K shares0.95%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS6.5K shares-2.34%2025-09-302025-11-13 DFAI DIMENSIONAL ETF TRUST13.9K shares-0.21%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.1.5K shares7.88%2025-09-302025-11-13 AVDS AMERICAN CENTY ETF TR6.8K shares0.00%2025-09-302025-11-13 DFAE DIMENSIONAL ETF TRUST14.4K shares-2.50%2025-09-302025-11-13 DFAU DIMENSIONAL ETF TRUST9.2K shares-2.70%2025-09-302025-11-13 AVDE AMERICAN CENTY ETF TR5.1K shares0.00%2025-09-302025-11-13 VTI VANGUARD INDEX FDS1.1K shares-78.47%2025-09-302025-11-13 MPC MARATHON PETE CORP1.8K shares0.50%2025-09-302025-11-13 QQQ INVESCO QQQ TR547 shares0.00%2025-09-302025-11-13 XOM EXXON MOBIL CORP2.9K shares0.00%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F6.0K shares0.54%2025-09-302025-11-13 DFSI DIMENSIONAL ETF TRUST7.4K shares0.35%2025-09-302025-11-13 CEF SPROTT ASSET MANAGEMENT LP7.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available