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Samuel Lyman

Ruedi Wealth Management, Inc.

Assets Managed
$388.278M
Holdings
58
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
1.76%(2Q avg: 4.3%)
Sustained Growth
13 quarters

Portfolio positions

This chart displays the top 10 holdings in Ruedi Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 58 positions.

Assets under management

The assets under management (AUM) of Ruedi Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 13 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 388.278M in assets, with a quarterly growth rate of 1.76% and a 2-quarter average growth rate of 4.3%. The portfolio is managed by Samuel Lyman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -1.84%
22.93%
$88.995M
2.29M shares@ $38.86 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 8.07%
13.81%
$53.614M
993,040 shares@ $54.0 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 5.23%
13.54%
$52.539M
1.097M shares@ $47.88 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 3.32%
4.93%
$19.124M
269,699 shares@ $70.91 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -4.9%
4.2%
$16.302M
458,813 shares@ $35.53 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -5.01%
4.13%
$16.012M
471,355 shares@ $33.97 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -1.13%
4.12%
$15.972M
329,582 shares@ $48.46 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -5.45%
3.91%
$15.17M
287,414 shares@ $52.78 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 3.61%
3.49%
$13.523M
216,534 shares@ $62.45 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Decreased -2.06%
2.7%
$10.458M
302,689 shares@ $34.55 avg price

1-10 of 58