Ruedi Wealth Management, Inc.
CIK 1940678
13F filing for Q2 2026・No. 4,323
- Holdings
- US$426.3M
- Quarter change
- +US$38.03M
- Entries
- 62
- Net bought (estimate)
- +US$6.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 24
- Added 21
- Corporate actions 0
- Unchanged 12
Largest holdings
62 stocks worth US$426.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 2,293,774 | US$101.75M | 23.87% |
| DIMENSIONAL ETF TRUSTGLOB CO PLUS ETF | Added | 1,053,280 | US$57.36M | 13.46% |
| DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | Added | 1,144,966 | US$54.67M | 12.82% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Cut | 262,879 | US$21.54M | 5.05% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 325,745 | US$17.92M | 4.20% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 477,389 | US$17.79M | 4.17% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 465,556 | US$17.15M | 4.02% |
| DIMENSIONAL ETF TRUSTINTERNATNAL VAL | Cut | 280,259 | US$15.14M | 3.55% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 212,725 | US$14.87M | 3.49% |
| DIMENSIONAL ETF TRUSTEMERGING MKTS CO | Cut | 301,960 | US$12.27M | 2.88% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.