ETF Holders

Ruedi Wealth Management, Inc. ETF holdings

Champaign, IL

Reported $414.5M in 47 ETFs in its Form 13F for June 30, 2026.

ETF value
$414.5M
ETFs held
47
Change from prior quarter
+9.7%
With price moves
ETFs as a share of its 13F
97.2%
of $426.3M

Top 10 of 47 ETF holdings

TickerFundValueSharesChange
DFACDimensional U.S. Core Equity 2 ETF$101.8M2,293,774+3,639 shares
DFGPDimensional Global Core Plus Fixed Income ETF$57.4M1,053,280+60,240 shares
DFSDDimensional Short-Duration Fixed Income ETF$54.7M1,144,966+47,663 shares
DFUSDimensional U.S. Equity Market ETF$21.5M262,879−6,820 shares
DFUVDimensional US Marketwide Value ETF$17.9M325,745−3,837 shares
DFICDimensional International Core Equity 2 ETF$17.8M477,389+18,576 shares
DFAXDimensional World ex U.S. Core Equity 2 ETF$17.2M465,556−5,799 shares
DFIVDimensional International Value ETF$15.1M280,259−7,155 shares
DFATDimensional U.S. Targeted Value ETF$14.9M212,725−3,809 shares
DFEMDimensional Emerging Markets Core Equity 2 ETF$12.3M301,960−729 shares
37 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001940678. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Ruedi Wealth Management, Inc. own?

Ruedi Wealth Management, Inc. reported 47 ETF positions worth $414.5M in its Form 13F for June 30, 2026. The largest was DFAC, at $101.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.