Ruedi Wealth Management, Inc. Purchases and Sells in Q1 2025

Ruedi Wealth Management, Inc.

$320 Billion
Q1 2025

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIMENSIONAL ETF TRUST	34.1K + 4.53%	N/A	786K $42B
DFIV	9.62K + 2.77%	$35.33 - $40.77 $340K - $392K	357K $14B
DFSD	11K + 1.25%	$46.74 - $47.55 $515K - $524K	892K $42.4B
VTI	3.65K + 340.99%	$271.18 - $303.12 $990K - $1.11M	4.72K $1.3B
DIMENSIONAL ETF TRUST	26.5K + 9.05%	N/A	320K $9.78B
DFIC	8.03K + 2.09%	$25.54 - $28.79 $205K - $231K	392K $10.9B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	3.1K New	$507.05 - $563.67 $1.57M - $1.75M	3.1K $1.59B
VXUS	2.45K New	$58.01 - $64.46 $142K - $158K	2.45K $152M
FIDELITY WISE ORIGIN BITCOIN	89 New	N/A	89 $6.41M
DNP	149 New	$8.93 - $9.92 $1.33K - $1.48K	149 $1.47M
LRGF	15 New	$56.95 - $63.95 $854 - $959	15 $897K
J P MORGAN EXCHANGE TRADED F	1 New	N/A	1 $66K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-13K - 0.61%	$32.42 - $36.13 $421K - $469K	2.13M $70.2B
DFAS	-1.87K - 1.5%	$58.81 - $68.2 $110K - $127K	123K $7.33B
AAPL	-481 - 2.43%	$209.68 - $247.1 $101K - $119K	19.3K $4.28B
DFCF	-18.7K - 11.69%	$40.79 - $42.32 $764K - $792K	141K $5.95B
AVUS	-3.39K - 20.61%	$90.7 - $101.57 $307K - $344K	13.1K $1.21B
BNDX	-6.07K - 6.54%	$48.33 - $49.5 $293K - $300K	86.7K $4.23B

Activity Summary All Purchases 57 New Holdings 6 Increased Positions 51 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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