RWM
DFUS

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
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return