AI Portfolio Summary
In 2025 Q4, Ruedi Wealth Management, Inc. maintained a portfolio of 58 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 7.9%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 5.3%.
Total Positions
58
Quarter
2025 Q4
Top Holding
DFAC (24.2%)
Top 10 Concentration
78.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 58
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 24.21% | 23.34% |
#1
Prev: #1
|
8.0 | 171,339 | 7.9% |
P
S
|
2,333,207 | $92,371,656 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 13.10% | 13.10% |
#2
1
Prev: #3
|
7.5 | 71,749 | 7.4% |
P
S
|
1,042,845 | $50,004,432 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGP
DIMENSIONAL ETF...
|
ETF | 13.02% | 13.14% |
#3
1
Prev: #2
|
7.0 | 74,207 | 8.8% |
P
S
|
918,918 | $49,685,890 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 5.07% | 5.59% |
#4
Prev: #4
|
3.0 | -14,499 | -5.3% |
P
S
|
261,048 | $19,361,958 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 4.36% | 3.75% |
#5
3
Prev: #8
|
4.2 | 73,772 | 18.0% |
P
S
|
482,491 | $16,626,649 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 4.26% | 4.45% |
#6
1
Prev: #5
|
2.2 | -9,765 | -1.9% |
P
S
|
496,247 | $16,242,156 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 4.07% | 4.39% |
#7
1
Prev: #6
|
2.1 | -17,231 | -4.9% |
P
S
|
333,365 | $15,531,460 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 3.98% | 3.92% |
#8
1
Prev: #7
|
2.1 | 708 | 0.2% |
P
S
|
304,011 | $15,170,168 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 3.26% | 3.55% |
#9
Prev: #9
|
1.8 | -9,048 | -4.1% |
P
S
|
208,993 | $12,443,426 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.68% | 2.53% |
#10
Prev: #10
|
3.1 | 27,199 | 9.6% |
P
S
|
309,068 | $10,223,971 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 2.10% | 2.08% |
#11
Prev: #11
|
1.3 | 7,579 | 3.4% |
P
S
|
233,770 | $7,997,267 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 2.08% | 2.04% |
#12
1
Prev: #13
|
2.8 | 12,686 | 8.8% |
P
S
|
156,439 | $7,923,647 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.89% | 2.05% |
#13
1
Prev: #12
|
1.3 | -3,394 | -3.2% |
P
S
|
103,444 | $7,206,948 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.31% | 1.34% |
#14
Prev: #14
|
1.0 | -337 | -1.8% |
P
S
|
18,391 | $4,999,867 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.25% | 1.29% |
#15
1
Prev: #16
|
2.5 | 5,609 | 6.0% |
P
S
|
98,521 | $4,760,524 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 1.20% | 1.09% |
#16
4
Prev: #20
|
3.0 | 30,575 | 21.4% |
P
S
|
173,478 | $4,583,292 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.19% | 1.29% |
#17
2
Prev: #15
|
1.0 | -1,106 | -1.0% |
P
S
|
106,580 | $4,536,035 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.09% | 1.10% |
#18
Prev: #18
|
0.9 | -1,465 | -1.3% |
P
S
|
109,113 | $4,146,300 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.04% | 1.10% |
#19
Prev: #19
|
0.9 | -414 | -1.2% |
P
S
|
35,572 | $3,976,234 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.99% | 1.11% |
#20
3
Prev: #17
|
0.9 | -1,712 | -1.0% |
P
S
|
165,232 | $3,784,002 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.94% | 0.94% |
#21
Prev: #21
|
0.9 | 510 | 1.1% |
P
S
|
47,182 | $3,574,980 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 0.62% | 0.64% |
#22
Prev: #22
|
0.7 | 321 | 0.4% |
P
S
|
72,415 | $2,381,725 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 0.58% | 0.58% |
#23
Prev: #23
|
0.7 | 790 | 1.2% |
P
S
|
66,773 | $2,199,491 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVNV
AMERICAN CENTY ...
|
Bond/Debt | 0.56% | 0.57% |
#24
Prev: #24
|
1.2 | no change | no change |
P
S
|
28,513 | $2,132,487 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.33% | 0.34% |
#25
Prev: #25
|
1.1 | no change | no change |
P
S
|
16,373 | $1,261,079 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 58 holdings