RWM

Ruedi Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 9.19%
This Quarter Est. Return
1 Year Est. Return
+9.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.31M
3
+$930K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$891K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$414K

Top Sells

1
+$1.76M
2
+$1.33M
3
+$596K
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$342K
5
ERIC icon
Ericsson
ERIC
+$162K

Sector Composition

1 Technology 1.6%
2 Communication Services 0.33%
3 Consumer Discretionary 0.27%
4 Energy 0.19%
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
$39.8B
$83.4M 23.34%
2,161,868
+10,727
DFGP icon
2
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.06B
$46.9M 13.14%
844,711
+23,555
DFSD icon
3
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.72B
$46.8M 13.1%
971,096
+41,532
DFUS icon
4
Dimensional US Equity ETF
DFUS
$18B
$20M 5.59%
275,547
-4,715
DFAX icon
5
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.84B
$15.9M 4.45%
506,012
-1,024
DFUV icon
6
Dimensional US Marketwide Value ETF
DFUV
$12.7B
$15.7M 4.39%
350,596
-2,192
DFIV icon
7
Dimensional International Value ETF
DFIV
$15B
$14M 3.92%
303,303
-1,647
DFIC icon
8
Dimensional International Core Equity 2 ETF
DFIC
$11.4B
$13.4M 3.75%
408,719
+27,168
DFAT icon
9
Dimensional US Targeted Value ETF
DFAT
$12B
$12.7M 3.55%
218,041
+658
DFEM icon
10
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.67B
$9.04M 2.53%
281,869
+12,420
DFLV icon
11
Dimensional US Large Cap Value ETF
DFLV
$4.46B
$7.44M 2.08%
226,191
-70
DFAS icon
12
Dimensional US Small Cap ETF
DFAS
$12B
$7.31M 2.05%
106,838
+337
DUSB icon
13
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.61B
$7.3M 2.04%
143,753
+18,306
AAPL icon
14
Apple
AAPL
$4.12T
$4.77M 1.34%
18,728
-69
DFCF icon
15
Dimensional Core Fixed Income ETF
DFCF
$8.54B
$4.6M 1.29%
107,686
-13,927
BNDX icon
16
Vanguard Total International Bond ETF
BNDX
$72.4B
$4.6M 1.29%
92,912
-705
DFAR icon
17
Dimensional US Real Estate ETF
DFAR
$1.4B
$3.98M 1.11%
166,944
+990
DISV icon
18
Dimensional International Small Cap Value ETF
DISV
$3.87B
$3.95M 1.1%
110,578
-2,248
AVUS icon
19
Avantis US Equity ETF
AVUS
$10.3B
$3.91M 1.1%
35,986
+380
DFGR icon
20
Dimensional Global Real Estate ETF
DFGR
$2.9B
$3.9M 1.09%
142,903
+9,367
AVLV icon
21
Avantis US Large Cap Value ETF
AVLV
$8.86B
$3.37M 0.94%
46,672
+1,371
DFSV icon
22
Dimensional US Small Cap Value ETF
DFSV
$5.84B
$2.3M 0.64%
72,094
+4,169
DFIS icon
23
Dimensional International Small Cap ETF
DFIS
$4.48B
$2.09M 0.58%
65,983
+443
AVNV icon
24
Avantis All International Markets Value ETF
AVNV
$29.7M
$2.04M 0.57%
28,513
AVEM icon
25
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$1.23M 0.34%
16,373
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