Ruedi Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.5M	Sell	262,879 -6,820	-3%	-$539K	5.05%	4
2026 Q1	$19.1M	Buy	269,699 +8,651	+3%	+$641K	4.93%	4
2025 Q4	$19.4M	Sell	261,048 -14,499	-5%	-$1.07M	5.07%	4
2025 Q3	$20M	Sell	275,547 -4,715	-2%	-$328K	5.59%	4
2025 Q2	$18.8M	Sell	280,262 -8,641	-3%	-$535K	5.57%	4
2025 Q1	$17.5M	Buy	288,903 +2,846	+1%	+$182K	5.47%	4
2024 Q4	$18.2M	Buy	286,057 +11,983	+4%	+$768K	5.76%	4
2024 Q3	$17M	Buy	274,074 +2,694	+1%	+$161K	5.85%	4
2024 Q2	$16M	Buy	271,380 +9,972	+4%	+$567K	6.29%	3
2024 Q1	$14.9M	Sell	261,408 -5,891	-2%	-$319K	6.27%	4
2023 Q4	$13.9M	Buy	267,299 +5,109	+2%	+$247K	6.54%	4
2023 Q3	$12.2M	Sell	262,190 -2,137	-0.8%	-$103K	6.99%	4
2023 Q2	$12.7M	Sell	264,327 -4,886	-2%	-$222K	7.48%	4
2023 Q1	$12M	Buy	269,213 +1,293	+0.5%	+$56.1K	7.68%	3
2022 Q4	$11.1M	Buy	+267,920	New	+$11.2M	7.86%	3

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

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

IFA

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Ruedi Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 2.5% in Q2 2026, selling an estimated $539K and leaving 262,879 shares worth $21.5M. The position accounts for 5.05% of the portfolio, ranked #4.

Ruedi Wealth Management first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Ruedi Wealth Management held 262,879 shares of Dimensional US Equity ETF worth $21.5M as of Q2 2026.
Ruedi Wealth Management sold 6,820 Dimensional US Equity ETF shares in Q2 2026, an estimated $539K.
Dimensional US Equity ETF made up 5.05% of Ruedi Wealth Management's portfolio in Q2 2026, its #4 holding.
Ruedi Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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