Ruedi Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Ruedi Wealth Management’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.29M	Buy	27,691 +14,332	+107%	+$1.16M	0.54%	25
2026 Q1	$986K	Buy	13,359 +644	+5%	+$49K	0.25%	28
2025 Q4	$941K	Buy	12,715 +1,002	+9%	+$72.9K	0.25%	29
2025 Q3	$842K	Sell	11,713 -569	-5%	-$39.6K	0.24%	32
2025 Q2	$824K	Sell	12,282 -1,884	-13%	-$118K	0.24%	34
2025 Q1	$868K	Buy	14,166 +2,932	+26%	+$186K	0.27%	25
2024 Q4	$702K	Buy	11,234 +1,277	+13%	+$81.6K	0.22%	29
2024 Q3	$632K	Buy	9,957 +477	+5%	+$29.1K	0.22%	29
2024 Q2	$564K	Buy	9,480 +8,515	+882%	+$499K	0.22%	29
2024 Q1	$57.1K	Hold	965	–	–	0.02%	79
2023 Q4	$53K	Buy	+965	New	+$49.2K	0.03%	78

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ruedi Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 107% in Q2 2026, buying an estimated $1.16M and bringing the position to 27,691 shares worth $2.29M. The position accounts for 0.54% of the portfolio, ranked #25.

Ruedi Wealth Management first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Ruedi Wealth Management held 27,691 shares of Dimensional World Equity ETF worth $2.29M as of Q2 2026.
Ruedi Wealth Management bought 14,332 Dimensional World Equity ETF shares in Q2 2026, an estimated $1.16M.
Dimensional World Equity ETF made up 0.54% of Ruedi Wealth Management's portfolio in Q2 2026, its #25 holding.
Ruedi Wealth Management first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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