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RWM

Ruedi Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 14.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$2.62M
3
+$952K
4
EUIG
iShares Euro Investment Grade Corporate Bond USD Hedged ETF
EUIG
+$829K
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$641K

Top Sells

1
+$1.74M
2
+$880K
3
+$866K
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$861K
5
CVS icon
CVS Health
CVS
+$449K

Sector Composition

1 Technology 1.51%
2 Communication Services 0.36%
3 Energy 0.24%
4 Consumer Discretionary 0.2%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$45.9B
$89M 22.92%
2,290,135
-43,072
DFGP icon
2
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.57B
$53.6M 13.81%
993,040
+74,122
DFSD icon
3
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.79B
$52.5M 13.53%
1,097,303
+54,458
DFUS icon
4
Dimensional US Equity ETF
DFUS
$20B
$19.1M 4.93%
269,699
+8,651
DFIC icon
5
Dimensional International Core Equity 2 ETF
DFIC
$13.9B
$16.3M 4.2%
458,813
-23,678
DFAX icon
6
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
$16M 4.12%
471,355
-24,892
DFUV icon
7
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$16M 4.11%
329,582
-3,783
DFIV icon
8
Dimensional International Value ETF
DFIV
$19.7B
$15.2M 3.91%
287,414
-16,597
DFAT icon
9
Dimensional US Targeted Value ETF
DFAT
$14.1B
$13.5M 3.48%
216,534
+7,541
DFEM icon
10
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.96B
$10.5M 2.69%
302,689
-6,379
DFLV icon
11
Dimensional US Large Cap Value ETF
DFLV
$6.2B
$9.29M 2.39%
260,194
+26,424
DFAS icon
12
Dimensional US Small Cap ETF
DFAS
$14.4B
$7.78M 2%
109,426
+5,982
DUSB icon
13
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.09B
$7.66M 1.97%
151,021
-5,418
DFGR icon
14
Dimensional Global Real Estate ETF
DFGR
$3.62B
$5.08M 1.31%
190,966
+17,488
BNDX icon
15
Vanguard Total International Bond ETF
BNDX
$81.6B
$4.87M 1.25%
101,371
+2,850
AAPL icon
16
Apple
AAPL
$4.31T
$4.65M 1.2%
18,330
-61
DFCF icon
17
Dimensional Core Fixed Income ETF
DFCF
$10.5B
$4.29M 1.11%
101,673
-4,907
DFAR icon
18
Dimensional US Real Estate ETF
DFAR
$1.75B
$4M 1.03%
169,097
+3,865
DISV icon
19
Dimensional International Small Cap Value ETF
DISV
$4.7B
$3.98M 1.02%
100,898
-8,215
AVUS icon
20
Avantis US Equity ETF
AVUS
$13B
$3.96M 1.02%
35,610
+38
AVLV icon
21
Avantis US Large Cap Value ETF
AVLV
$13.3B
$3.79M 0.98%
47,051
-131
DFSV icon
22
Dimensional US Small Cap Value ETF
DFSV
$7.71B
$2.54M 0.65%
72,494
+79
DFIS icon
23
Dimensional International Small Cap ETF
DFIS
$5.72B
$2.41M 0.62%
71,451
+4,678
AVNV icon
24
Avantis All International Markets Value ETF
AVNV
$57.4M
$2.24M 0.58%
28,513
BND icon
25
Vanguard Total Bond Market
BND
$156B
$1.29M 0.33%
17,585
+2,680
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