Ruedi Wealth Management, Inc.

RIA/Wealth

Ruedi Wealth Management, Inc. is a RIA/Wealth based in Champaign, IL led by Paul Arthur Ruedi, reporting $432.0M in AUM as of Q3 2025 with 97% ETF concentration, 78% concentrated in top 10 holdings, and 23% allocation to DFAC.

CEOPaul Arthur Ruedi

Portfolio Value: $357.2M
Positions: 53
Top Holding: DFAC at 23.34%
Last Reported: Q3 2025

Address2502 Galen Drive, Suite 102, Champaign, IL, 61821, United States

Top Holdings

Largest long holdings in Ruedi Wealth Management, Inc.'s portfolio (77.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$83.4M	23.34%	+$413.7K Bought	— 2.2M shares	Q4 2022 Held for 2y 11m
2 Dimensional Global Core Plus Fixed Income DFGP	ETF ETF	$46.9M	13.14%	+$1.3M Bought	— 844.7K shares	Q4 2023 Held for 1y 11m
3 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$46.8M	13.10%	+$2.0M Bought	— 971.1K shares	Q4 2022 Held for 2y 11m
4 Dimensional U.S. Equity DFUS	ETF ETF	$20.0M	5.59%	-$341.6K Sold	— 275.5K shares	Q4 2022 Held for 2y 11m
5 Dimensional World ex U.S. Core Equity 2 DFAX	ETF ETF	$15.9M	4.45%	-$32.1K Sold	— 506.0K shares	Q4 2022 Held for 2y 11m
6 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$15.7M	4.39%	-$98.0K Sold	— 350.6K shares	Q4 2022 Held for 2y 11m
7 Dimensional International Value DFIV	ETF ETF	$14.0M	3.92%	-$76.0K Sold	— 303.3K shares	Q4 2022 Held for 2y 11m
8 Dimensional International Core Equity 2 DFIC	ETF ETF	$13.4M	3.75%	+$890.8K Bought	— 408.7K shares	Q4 2022 Held for 2y 11m
9 Dimensional U.S. Targeted Value DFAT	ETF ETF	$12.7M	3.55%	+$38.3K Bought	— 218.0K shares	Q4 2022 Held for 2y 11m
10 Dimensional Emerging Markets Core Equity 2 DFEM	ETF ETF	$9.0M	2.53%	+$398.3K Bought	— 281.9K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Ruedi Wealth Management, Inc.'s latest filing

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Market Value

$357.2M

Prior: $337.1M

Q/Q Change

+5.97%

+$20.1M

Net Flows % of MV

+0.511%

Turnover Ratio

1.61%

New Purchases

0 stocks

Added To

22 stocks

+$6.7M

Sold Out Of

2 stocks

$1.9M

Reduced Holdings

20 stocks

-$2.9M

Increased Positions

Position	Shares Δ	Change
1 Dimensional Ultrashort Fixed Income DUSB	+14.59%	125.4K → 143.8K +$929.6K
2 Dimensional US Sustainability Core 1 DFSU	+9.74%	13.8K → 15.1K +$57.0K
3 JPMorgan Chase JPM	+7.88%	1.4K → 1.5K +$35.0K
4 Dimensional International Core Equity 2 DFIC	+7.12%	381.6K → 408.7K +$890.8K
5 DFGR Dimensional Global Real Estate DFGR	+7.01%	133.5K → 142.9K +$255.8K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard S&P 500 ETF VOO	Sold	3.1K → 0 −$1.8M
2 ERIC Ericsson ERIC	Sold	19.2K → 0 −$162.5K
3 Vanguard Total Stock Market VTI	-78.47%	5.2K → 1.1K −$1.3M
4 Vanguard Total Bond Market BND	-12.99%	14.1K → 12.2K −$136.0K
5 DFCF Dimensional Core Fixed Income DFCF	-11.45%	121.6K → 107.7K −$595.5K