Ruedi Wealth Management, Inc. Purchases and Sells in Q4 2024

Ruedi Wealth Management, Inc.

$317 Billion
Q4 2024

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	274K + 57.23%	N/A	752K $39.7B
DFSD	284K + 47.55%	$46.75 - $47.8 $13.3M - $13.6M	881K $41.3B
DFUS	12K + 4.37%	$61.52 - $66.5 $737K - $797K	286K $18.2B
DIMENSIONAL ETF TRUST	41K + 16.24%	N/A	293K $8.81B
DFAT	16.7K + 7.12%	$54.54 - $61.04 $911K - $1.02M	251K $14B
DFAS	7.89K + 6.76%	$63.58 - $71.15 $501K - $561K	125K $8.11B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES BITCOIN TRUST ETF	190 New	N/A	190 $10.1M
BLACKROCK INC	5 New	N/A	5 $5.13M
LAM RESEARCH CORP	60 New	N/A	60 $4.33M
IVV	2 New	$570.51 - $610.59 $1.14K - $1.22K	2 $1.18M
VUG	2 New	$378.79 - $428.11 $758 - $856	2 $821K
IWR	5 New	$87.25 - $95.52 $436 - $478	5 $442K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-81.8K - 33.8%	$41.17 - $43.34 $3.37M - $3.55M	160K $6.61B
DFUV	-10.5K - 2.83%	$40.38 - $44.35 $425K - $466K	361K $14.8B
DFAR	-6.34K - 3.67%	$22.72 - $25.76 $144K - $163K	166K $3.87B
VNQ	-27 - 0.32%	$87.85 - $98.6 $2.37K - $2.66K	8.46K $754M
QQQ	-170 - 20.83%	$481.22 - $538.17 $81.8K - $91.5K	646 $330M
DFAE	-551 - 3.37%	$25.36 - $28.15 $14K - $15.5K	15.8K $401M

Activity Summary All Purchases 58 New Holdings 6 Increased Positions 52 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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