StockDriftsStockDriftsTop 50 Ruedi Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 22.92% | 2.29M | $89.0M | -1.85%(-43.07K) | $25.25(+71.15%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 13.81% | 993.0K | $53.6M | +8.07%(+74.12K) | $53.82(+0.99%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 13.53% | 1.10M | $52.5M | +5.22%(+54.46K) | $47.27(+1.31%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.93% | 269.7K | $19.1M | +3.31%(+8.65K) | $43.31(+86.37%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.2% | 458.8K | $16.3M | -4.91%(-23.68K) | $25.40(+49.95%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.12% | 471.4K | $16.0M | -5.02%(-24.89K) | $21.78(+72.28%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 4.11% | 329.6K | $16.0M | -1.13%(-3.78K) | $31.70(+66.04%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.91% | 287.4K | $15.2M | -5.46%(-16.60K) | $31.15(+78.66%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.48% | 216.5K | $13.5M | +3.61%(+7.54K) | $44.33(+48.53%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.69% | 302.7K | $10.5M | -2.06%(-6.38K) | $25.12(+60.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.15% | +37.30% |
| Top 20 Holdings Unweighted | +10.53% | +35.05% |
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