13F Insight
DOSSIER · 13F-HR · Q1 2026

Ruedi Wealth Management, Inc.

$388M in tracked AUM across 58 positions as of Q1 2026.

RW
CIK 0001940678 · last filed Mar 31, 2026
Total AUM
$388M
as of Q1 2026
Holdings
58
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Ruedi Wealth Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$89M2.3M22.9%02
DFGP
DIMENSIONAL ETF TRUST
$54M993K13.8%03
DFSD
DIMENSIONAL ETF TRUST
$53M1.1M13.5%04
DFUS
DIMENSIONAL ETF TRUST
$19M270K4.9%05
DFIC
DIMENSIONAL ETF TRUST
$16M459K4.2%06
DFAX
DIMENSIONAL ETF TRUST
$16M471K4.1%07
DFUV
DIMENSIONAL ETF TRUST
$16M330K4.1%08
DFIV
DIMENSIONAL ETF TRUST
$15M287K3.9%09
DFAT
DIMENSIONAL ETF TRUST
$14M217K3.5%10
DFEM
DIMENSIONAL ETF TRUST
$10M303K2.7%

Filing history

2026Q1Mar 31
$388M▲ 1.8%
58 positionsView →2025Q4Dec 31
$382M▲ 6.8%
58 positionsView →2025Q3Sep 30
$357M▲ 6.0%
53 positionsView →2025Q2Jun 30
$337M▲ 11.8%
55 positionsLocked2025Q1Mar 31
$302M▼ 4.8%
154 positionsLocked2024Q4Dec 31
$317M▲ 8.7%
333 positionsLocked2024Q3Sep 30
$291M▲ 14.7%
343 positionsLocked2024Q2Jun 30
$254M▲ 6.9%
491 positionsLocked2024Q1Mar 31
$238M▲ 12.1%
260 positionsLocked2023Q4Dec 31
$212M▲ 21.4%
245 positionsLocked2023Q3Sep 30
$175M▲ 2.6%
224 positionsLocked2023Q2Jun 30
$170M▲ 9.3%
225 positionsLocked
Showing 12 of 14