Ruedi Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ruedi Wealth Management reduced its U.S. Small Cap Portfolio ETF Class Shares (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. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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