Ruedi Wealth Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $357 Billion distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $83.4B, Dimensional ETF Trust with a value of $46.9B, Dimensional ETF Tr Short Durat with a value of $46.8B, Dimensional ETF Tr U S Equity with a value of $20B, and Dimensional ETF Tr with a value of $15.9B.
Examining the 13F form we can see an increase of $20.1B in the current position value, from $337B to 357B.
Ruedi Wealth Management, Inc. is based out at Champaign, IL
Below you can find more details about Ruedi Wealth Management, Inc. portfolio as well as his latest detailed transactions.