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Ruedi Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ruedi Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.95M Sell
108,722
-704
-0.6% -$54.5K 2.1% 12
2026
Q1 		$7.78M Buy
109,426
+5,982
+6% +$439K 2% 12
2025
Q4 		$7.21M Sell
103,444
-3,394
-3% -$234K 1.89% 13
2025
Q3 		$7.31M Buy
106,838
+337
+0.3% +$22.5K 2.05% 12
2025
Q2 		$6.79M Sell
106,501
-16,194
-13% -$971K 2.01% 12
2025
Q1 		$7.33M Sell
122,695
-1,867
-1% -$120K 2.29% 12
2024
Q4 		$8.11M Buy
124,562
+7,886
+7% +$527K 2.56% 11
2024
Q3 		$7.57M Buy
116,676
+2,827
+2% +$177K 2.6% 12
2024
Q2 		$6.84M Buy
113,849
+10,171
+10% +$612K 2.69% 11
2024
Q1 		$6.46M Buy
103,678
+1,611
+2% +$95.3K 2.72% 11
2023
Q4 		$6.09M Buy
102,067
+7,288
+8% +$391K 2.87% 10
2023
Q3 		$4.97M Buy
94,779
+5,040
+6% +$278K 2.85% 9
2023
Q2 		$4.92M Sell
89,739
-2,632
-3% -$137K 2.89% 9
2023
Q1 		$4.87M Sell
92,371
-1,075
-1% -$58.2K 3.13% 8
2022
Q4 		$4.78M Buy
+93,446
New +$4.81M 3.37% 8

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ruedi Wealth Management's DFAS Position: Q2 2026 in Review

Ruedi Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 0.64% in Q2 2026, selling an estimated $54.5K and leaving 108,722 shares worth $8.95M. The position accounts for 2.1% of the portfolio, ranked #12.

Ruedi Wealth Management first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Ruedi Wealth Management held 108,722 shares of Dimensional US Small Cap ETF worth $8.95M as of Q2 2026.
  • Ruedi Wealth Management sold 704 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $54.5K.
  • Dimensional US Small Cap ETF made up 2.1% of Ruedi Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Ruedi Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.