Ruedi Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.29M	Sell	101,673 -4,907	-5%	-$209K	1.11%	17
2025 Q4	$4.54M	Sell	106,580 -1,106	-1%	-$47.4K	1.19%	17
2025 Q3	$4.6M	Sell	107,686 -13,927	-11%	-$591K	1.29%	15
2025 Q2	$5.14M	Sell	121,613 -19,861	-14%	-$828K	1.52%	14
2025 Q1	$5.95M	Sell	141,474 -18,722	-12%	-$780K	1.86%	14
2024 Q4	$6.61M	Sell	160,196 -81,807	-34%	-$3.44M	2.09%	13
2024 Q3	$10.5M	Sell	242,003 -45,759	-16%	-$1.95M	3.59%	9
2024 Q2	$12M	Sell	287,762 -77,203	-21%	-$3.2M	4.71%	7
2024 Q1	$15.3M	Sell	364,965 -46,615	-11%	-$1.96M	6.44%	3
2023 Q4	$17.5M	Buy	411,580 +45,668	+12%	+$1.87M	8.23%	2
2023 Q3	$14.8M	Buy	365,912 +48,715	+15%	+$2.01M	8.46%	2
2023 Q2	$13.2M	Buy	317,197 +39,826	+14%	+$1.68M	7.78%	3
2023 Q1	$11.8M	Buy	277,371 +41,328	+18%	+$1.75M	7.57%	4
2022 Q4	$9.8M	Buy	+236,043	New	+$9.76M	6.91%	4

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Ruedi Wealth Management's DFCF Position: Q1 2026 in Review

Ruedi Wealth Management reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 4.6% in Q1 2026, selling an estimated $209K and leaving 101,673 shares worth $4.29M. The position accounts for 1.11% of the portfolio, ranked #17.

Ruedi Wealth Management first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.5M in Q4 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Ruedi Wealth Management held 101,673 shares of Dimensional Core Fixed Income ETF worth $4.29M as of Q1 2026.
Ruedi Wealth Management sold 4,907 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $209K.
Dimensional Core Fixed Income ETF made up 1.11% of Ruedi Wealth Management's portfolio in Q1 2026, its #17 holding.
Ruedi Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
Ruedi Wealth Management's Dimensional Core Fixed Income ETF position peaked at $17.5M in Q4 2023.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.