RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.59M
3
+$1M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$812K
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$523K

Top Sells

1
+$787K
2
+$428K
3
+$313K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$296K
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$276K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.37%
3 Financials 0.35%
4 Communication Services 0.28%
5 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
1
Dimensional US Core Equity 2 ETF
DFAC
$38.7B
$70.2M 21.98%
2,129,216
-12,978
DFSD icon
2
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.26B
$42.4M 13.26%
891,971
+11,016
DFGP icon
3
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.81B
$42M 13.15%
786,263
+34,082
DFUS icon
4
Dimensional US Equity ETF
DFUS
$17.4B
$17.5M 5.47%
288,903
+2,846
DFUV icon
5
Dimensional US Marketwide Value ETF
DFUV
$12.4B
$14.6M 4.57%
354,670
-6,706
DFIV icon
6
Dimensional International Value ETF
DFIV
$14.1B
$14M 4.39%
356,780
+9,620
DFAT icon
7
Dimensional US Targeted Value ETF
DFAT
$11.4B
$13.1M 4.1%
254,385
+3,182
DFAX icon
8
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.74B
$12.1M 3.8%
462,935
-9,990
DFIC icon
9
Dimensional International Core Equity 2 ETF
DFIC
$10.7B
$10.9M 3.41%
391,860
+8,026
DFLV icon
10
Dimensional US Large Cap Value ETF
DFLV
$4.26B
$9.78M 3.06%
319,777
+26,549
DFEM icon
11
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.54B
$7.67M 2.4%
290,032
+7,599
DFAS icon
12
Dimensional US Small Cap ETF
DFAS
$11.3B
$7.33M 2.29%
122,695
-1,867
DUSB icon
13
Dimensional Ultrashort Fixed Income ETF
DUSB
$1.46B
$6.24M 1.95%
123,043
+1,342
DFCF icon
14
Dimensional Core Fixed Income ETF
DFCF
$8.09B
$5.95M 1.86%
141,474
-18,722
AAPL icon
15
Apple
AAPL
$3.98T
$4.28M 1.34%
19,287
-481
DFAR icon
16
Dimensional US Real Estate ETF
DFAR
$1.39B
$4.24M 1.33%
178,557
+12,089
BNDX icon
17
Vanguard Total International Bond ETF
BNDX
$69.5B
$4.23M 1.32%
86,705
-6,067
DISV icon
18
Dimensional International Small Cap Value ETF
DISV
$3.61B
$3.94M 1.23%
135,246
+3,621
DFGR icon
19
Dimensional Global Real Estate ETF
DFGR
$2.74B
$3.31M 1.04%
126,152
-1,398
DFIS icon
20
Dimensional International Small Cap ETF
DFIS
$3.93B
$2.13M 0.67%
82,498
+640
VOO icon
21
Vanguard S&P 500 ETF
VOO
$776B
$1.59M 0.5%
+3,098
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$556B
$1.3M 0.41%
4,723
+3,652
AVUS icon
23
Avantis US Equity ETF
AVUS
$9.91B
$1.21M 0.38%
13,053
-3,388
BND icon
24
Vanguard Total Bond Market
BND
$137B
$1.01M 0.32%
13,779
+2,039
DFAW icon
25
Dimensional World Equity ETF
DFAW
$897M
$868K 0.27%
14,166
+2,932
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