RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.27M
3
+$1.9M
4
AVNV icon
Avantis All International Markets Value ETF
AVNV
+$1.88M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.8M

Top Sells

1
+$2.9M
2
+$2.22M
3
+$2M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.03M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$839K

Sector Composition

1 Technology 1.47%
2 Consumer Discretionary 0.26%
3 Communication Services 0.26%
4 Energy 0.18%
5 Financials 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
$77.1M 22.87%
2,151,141
+21,925
DFGP icon
2
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.84B
$44.7M 13.27%
821,156
+34,893
DFSD icon
3
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.28B
$44.6M 13.24%
929,564
+37,593
DFUS icon
4
Dimensional US Equity ETF
DFUS
$17B
$18.8M 5.57%
280,262
-8,641
DFUV icon
5
Dimensional US Marketwide Value ETF
DFUV
$12.2B
$14.9M 4.43%
352,788
-1,882
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$14.9M 4.42%
507,036
+44,101
DFIV icon
7
Dimensional International Value ETF
DFIV
$13.6B
$13.1M 3.87%
304,950
-51,830
DFIC icon
8
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$11.9M 3.52%
381,551
-10,309
DFAT icon
9
Dimensional US Targeted Value ETF
DFAT
$11.3B
$11.7M 3.48%
217,383
-37,002
DFEM icon
10
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.39B
$8M 2.37%
269,449
-20,583
DFLV icon
11
Dimensional US Large Cap Value ETF
DFLV
$4.18B
$7.02M 2.08%
226,261
-93,516
DFAS icon
12
Dimensional US Small Cap ETF
DFAS
$11.2B
$6.79M 2.01%
106,501
-16,194
DUSB icon
13
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.47B
$6.37M 1.89%
125,447
+2,404
DFCF icon
14
Dimensional Core Fixed Income ETF
DFCF
$8.15B
$5.14M 1.52%
121,613
-19,861
BNDX icon
15
Vanguard Total International Bond ETF
BNDX
$69.8B
$4.63M 1.38%
93,617
+6,912
DFAR icon
16
Dimensional US Real Estate ETF
DFAR
$1.41B
$3.89M 1.16%
165,954
-12,603
AAPL icon
17
Apple
AAPL
$3.74T
$3.86M 1.14%
18,797
-490
DISV icon
18
Dimensional International Small Cap Value ETF
DISV
$3.6B
$3.71M 1.1%
112,826
-22,420
AVUS icon
19
Avantis US Equity ETF
AVUS
$9.67B
$3.59M 1.06%
35,606
+22,553
DFGR icon
20
Dimensional Global Real Estate ETF
DFGR
$2.76B
$3.58M 1.06%
133,536
+7,384
AVLV icon
21
Avantis US Large Cap Value ETF
AVLV
$8.23B
$3.09M 0.92%
45,301
+43,492
DFSV icon
22
Dimensional US Small Cap Value ETF
DFSV
$5.21B
$2M 0.59%
67,925
+53,545
DFIS icon
23
Dimensional International Small Cap ETF
DFIS
$3.95B
$1.96M 0.58%
65,540
-16,958
AVNV icon
24
Avantis All International Markets Value ETF
AVNV
$21.5M
$1.88M 0.56%
+28,513
VOO icon
25
Vanguard S&P 500 ETF
VOO
$757B
$1.76M 0.52%
3,101
+3
1
2 3 4 5