Institutional Fund
Ruedi Wealth Management, Inc.
Champaign, ILCIK 19406785 filings on record
Portfolio Value
$388.28M
Q1 2026
Holdings
58
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.8%
from $381.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust22.9%
- Dimensional ETF Trust13.8%
- Dimensional ETF Trust13.5%
- Dimensional ETF Trust4.9%
- Dimensional ETF Trust4.2%
- Dimensional ETF Trust4.1%
- Other36.5%
Portfolio Holdings
58 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.29M | $88.99M | 22.9% | −43.1K | Reduced |
| 2 | Dimensional ETF Trust | 993.0K | $53.61M | 13.8% | +74.1K | Added |
| 3 | Dimensional ETF Trust | 1.10M | $52.54M | 13.5% | +54.5K | Added |
| 4 | Dimensional ETF Trust | 269.7K | $19.12M | 4.9% | +8.7K | Added |
| 5 | Dimensional ETF Trust | 458.8K | $16.30M | 4.2% | −23.7K | Reduced |
| 6 | Dimensional ETF Trust | 471.4K | $16.01M | 4.1% | −24.9K | Reduced |
| 7 | Dimensional ETF Trust | 329.6K | $15.97M | 4.1% | −3.8K | Reduced |
| 8 | Dimensional ETF Trust | 287.4K | $15.17M | 3.9% | −16.6K | Reduced |
| 9 | Dimensional ETF Trust | 216.5K | $13.52M | 3.5% | +7.5K | Added |
| 10 | Dimensional ETF Trust | 302.7K | $10.46M | 2.7% | −6.4K | Reduced |
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