RWM

Ruedi Wealth Management Portfolio holdings

AUM $382M
1-Year Est. Return 13.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.69M
2
+$4.09M
3
+$3.46M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.46M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$889K

Top Sells

1
+$1.07M
2
+$782K
3
+$528K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$312K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$234K

Sector Composition

1 Technology 1.74%
2 Communication Services 0.4%
3 Consumer Discretionary 0.22%
4 Energy 0.17%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$41.6B
$92.4M 24.21%
2,333,207
+171,339
DFSD icon
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.38B
$50M 13.1%
1,042,845
+71,749
DFGP icon
3
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.33B
$49.7M 13.02%
918,918
+74,207
DFUS icon
4
Dimensional US Equity ETF
DFUS
$18.9B
$19.4M 5.07%
261,048
-14,499
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$13B
$16.6M 4.36%
482,491
+73,772
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$11B
$16.2M 4.26%
496,247
-9,765
DFUV icon
7
Dimensional US Marketwide Value ETF
DFUV
$13.6B
$15.5M 4.07%
333,365
-17,231
DFIV icon
8
Dimensional International Value ETF
DFIV
$18B
$15.2M 3.98%
304,011
+708
DFAT icon
9
Dimensional US Targeted Value ETF
DFAT
$12.7B
$12.4M 3.26%
208,993
-9,048
DFEM icon
10
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.9B
$10.2M 2.68%
309,068
+27,199
DFLV icon
11
Dimensional US Large Cap Value ETF
DFLV
$5.29B
$8M 2.1%
233,770
+7,579
DUSB icon
12
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.79B
$7.92M 2.08%
156,439
+12,686
DFAS icon
13
Dimensional US Small Cap ETF
DFAS
$13B
$7.21M 1.89%
103,444
-3,394
AAPL icon
14
Apple
AAPL
$3.84T
$5M 1.31%
18,391
-337
BNDX icon
15
Vanguard Total International Bond ETF
BNDX
$77.5B
$4.76M 1.25%
98,521
+5,609
DFGR icon
16
Dimensional Global Real Estate ETF
DFGR
$3.33B
$4.58M 1.2%
173,478
+30,575
DFCF icon
17
Dimensional Core Fixed Income ETF
DFCF
$9.73B
$4.54M 1.19%
106,580
-1,106
DISV icon
18
Dimensional International Small Cap Value ETF
DISV
$4.53B
$4.15M 1.09%
109,113
-1,465
AVUS icon
19
Avantis US Equity ETF
AVUS
$11.1B
$3.98M 1.04%
35,572
-414
DFAR icon
20
Dimensional US Real Estate ETF
DFAR
$1.63B
$3.78M 0.99%
165,232
-1,712
AVLV icon
21
Avantis US Large Cap Value ETF
AVLV
$10.4B
$3.57M 0.94%
47,182
+510
DFSV icon
22
Dimensional US Small Cap Value ETF
DFSV
$6.68B
$2.38M 0.62%
72,415
+321
DFIS icon
23
Dimensional International Small Cap ETF
DFIS
$5.31B
$2.2M 0.58%
66,773
+790
AVNV icon
24
Avantis All International Markets Value ETF
AVNV
$48.5M
$2.13M 0.56%
28,513
AVEM icon
25
Avantis Emerging Markets Equity ETF
AVEM
$20.8B
$1.26M 0.33%
16,373
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