Data as of Q4 2025 (Dec 31, 2025)

Ruedi Wealth Management, Inc.

•CIK: 1940678•Filing: Q4 2025

**Ruedi Wealth Management, Inc.** manages $382M across a portfolio of 58 positions. The firm exhibits a concentrated, sector-specific focus, with its top holdings heavily weighted toward names beginning with "DF". Notably, DFAC represents the largest allocation at $92.4M, followed by DFSD ($50.0M) and DFGP ($49.7M). This structure suggests a deep, conviction-based investment thesis within its core holdings.

Total AUM
$381.6M
QoQ Performance
+6.8%
Positions
23
Top 10 Concentration
78.0%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
DFSD
DFGP
DFUS
DFAC24.2%
DFSD13.1%
DFGP13.0%
DFUS5.1%
DFIC4.4%
DFAX4.3%
DFUV4.1%
DFIV4.0%

📈 Biggest Buys

DFAC
DIMENSIONAL ETF TRUST
+7.9%
24.2% of portfolio
DFGP
DIMENSIONAL ETF TRUST
+8.8%
13.0% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+7.4%
13.1% of portfolio
DFIC
DIMENSIONAL ETF TRUST
+18.0%
4.4% of portfolio
DFEM
DIMENSIONAL ETF TRUST
+9.6%
2.7% of portfolio

📉 Biggest Sells

DFUS
DIMENSIONAL ETF TRUST
-5.3%
5.1% of portfolio
DFUV
DIMENSIONAL ETF TRUST
-4.9%
4.1% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-4.1%
3.3% of portfolio
DFAX
DIMENSIONAL ETF TRUST
-1.9%
4.3% of portfolio
DFAS
DIMENSIONAL ETF TRUST
-3.2%
1.9% of portfolio

Sector Breakdown

Other97.0%
Technology2.1%
ETF0.2%
Consumer0.2%
Energy0.2%
Financial0.1%
Healthcare0.1%
Industrial0.1%

Changes from Q3 2025

NEW5 new positions
↑26 increased
↓19 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFAC24.2%
DIMENSIONAL ETF TRUST
$92.4M
DFSD13.1%
DIMENSIONAL ETF TRUST
$50.0M
DFGP13.0%
DIMENSIONAL ETF TRUST
$49.7M
DFUS5.1%
DIMENSIONAL ETF TRUST
$19.4M
DFIC4.4%
DIMENSIONAL ETF TRUST
$16.6M

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