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

Ruedi Wealth Management, Inc.

Ruedi Wealth's holding co. based in London, UK — $388M in tracked AUM across 58 positions as of Q1 2026.

RW
Ruedi Wealth·London, UK·Holding Co.
CIK 0001940678 · last filed Mar 31, 2026
Total AUM
$388M
▲ 18.2%
vs prior
Holdings
58
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · 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

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