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Ruedi Wealth Management, Inc.

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13F filer, CIK 1940678, CHAMPAIGN, IL

Ruedi Wealth Management, Inc. reported $357,197,634 across 53 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 77.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001940678-25-000007

Period
2025-09-30
Reported value
$357M
Holdings
53
Top 10 weight
77.76%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSDadded+41,532$2M
DFGPadded+23,555$1.31M
DUSBadded+18,306$930K
DFICadded+27,168$891K
DFACadded+10,727$414K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VOOexited-3,101-$1.76M
VTIreduced-4,043-$1.33M
DFCFreduced-13,927-$596K
DFUSreduced-4,715-$342K
ERICexited-19,157-$162K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001940678-25-000007, largest first. % of portfolio is the value over $357,197,634, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,154,170 shares; 2024Q4: 2,142,194 shares; 2025Q1: 2,129,216 shares; 2025Q2: 2,151,141 shares; 2025Q3: 2,161,868 shares 2,161,868$83.4M23.34%+10,727Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478,402 shares; 2024Q4: 752,181 shares; 2025Q1: 786,263 shares; 2025Q2: 821,156 shares; 2025Q3: 844,711 shares 844,711$46.9M13.14%+23,555Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,050 shares; 2024Q4: 880,955 shares; 2025Q1: 891,971 shares; 2025Q2: 929,564 shares; 2025Q3: 971,096 shares 971,096$46.8M13.1%+41,532Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 274,074 shares; 2024Q4: 286,057 shares; 2025Q1: 288,903 shares; 2025Q2: 280,262 shares; 2025Q3: 275,547 shares 275,547$20M5.59%-4,715Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,975 shares; 2024Q4: 472,925 shares; 2025Q1: 462,935 shares; 2025Q2: 507,036 shares; 2025Q3: 506,012 shares 506,012$15.9M4.45%-1,024Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,893 shares; 2024Q4: 361,376 shares; 2025Q1: 354,670 shares; 2025Q2: 352,788 shares; 2025Q3: 350,596 shares 350,596$15.7M4.39%-2,192Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,813 shares; 2024Q4: 347,160 shares; 2025Q1: 356,780 shares; 2025Q2: 304,950 shares; 2025Q3: 303,303 shares 303,303$14M3.92%-1,647Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,635 shares; 2024Q4: 383,834 shares; 2025Q1: 391,860 shares; 2025Q2: 381,551 shares; 2025Q3: 408,719 shares 408,719$13.4M3.75%+27,168Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,501 shares; 2024Q4: 251,203 shares; 2025Q1: 254,385 shares; 2025Q2: 217,383 shares; 2025Q3: 218,041 shares 218,041$12.7M3.55%+658Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,362 shares; 2024Q4: 282,433 shares; 2025Q1: 290,032 shares; 2025Q2: 269,449 shares; 2025Q3: 281,869 shares 281,869$9.04M2.53%+12,420Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,259 shares; 2024Q4: 293,228 shares; 2025Q1: 319,777 shares; 2025Q2: 226,261 shares; 2025Q3: 226,191 shares 226,191$7.44M2.08%-70Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,676 shares; 2024Q4: 124,562 shares; 2025Q1: 122,695 shares; 2025Q2: 106,501 shares; 2025Q3: 106,838 shares 106,838$7.31M2.05%+337Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,177 shares; 2024Q4: 121,701 shares; 2025Q1: 123,043 shares; 2025Q2: 125,447 shares; 2025Q3: 143,753 shares 143,753$7.3M2.04%+18,306Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,827 shares; 2024Q4: 19,768 shares; 2025Q1: 19,287 shares; 2025Q2: 18,797 shares; 2025Q3: 18,728 shares 18,728$4.77M1.34%-69Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,003 shares; 2024Q4: 160,196 shares; 2025Q1: 141,474 shares; 2025Q2: 121,613 shares; 2025Q3: 107,686 shares 107,686$4.6M1.29%-13,927Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,797 shares; 2024Q4: 92,772 shares; 2025Q1: 86,705 shares; 2025Q2: 93,617 shares; 2025Q3: 92,912 shares 92,912$4.6M1.29%-705Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,811 shares; 2024Q4: 166,468 shares; 2025Q1: 178,557 shares; 2025Q2: 165,954 shares; 2025Q3: 166,944 shares 166,944$3.98M1.11%+990Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,198 shares; 2024Q4: 131,625 shares; 2025Q1: 135,246 shares; 2025Q2: 112,826 shares; 2025Q3: 110,578 shares 110,578$3.95M1.1%-2,248Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,511 shares; 2024Q4: 16,441 shares; 2025Q1: 13,053 shares; 2025Q2: 35,606 shares; 2025Q3: 35,986 shares 35,986$3.91M1.1%+380Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,951 shares; 2024Q4: 127,550 shares; 2025Q1: 126,152 shares; 2025Q2: 133,536 shares; 2025Q3: 142,903 shares 142,903$3.9M1.09%+9,367Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 1,809 shares; 2025Q2: 45,301 shares; 2025Q3: 46,672 shares 46,672$3.37M0.94%+1,371Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 14,338 shares; 2025Q1: 14,380 shares; 2025Q2: 67,925 shares; 2025Q3: 72,094 shares 72,094$2.3M0.64%+4,169Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,015 shares; 2024Q4: 81,858 shares; 2025Q1: 82,498 shares; 2025Q2: 65,540 shares; 2025Q3: 65,983 shares 65,983$2.09M0.58%+443Timeline
AVNVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,513 shares; 2025Q3: 28,513 shares 28,513$2.04M0.57%0Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,332 shares; 2024Q4: 7,365 shares; 2025Q1: 8,544 shares; 2025Q2: 16,373 shares; 2025Q3: 16,373 shares 16,373$1.23M0.34%0Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,947 shares; 2025Q1: 2,413 shares; 2025Q2: 19,774 shares; 2025Q3: 19,825 shares 19,825$1.13M0.32%+51Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,526 shares; 2025Q1: 1,527 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528$1.02M0.29%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 2,362 shares; 2025Q1: 2,363 shares; 2025Q2: 2,364 shares; 2025Q3: 2,365 shares 2,365$958K0.27%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,893 shares; 2024Q4: 1,913 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,798 shares 1,798$931K0.26%-116Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,564 shares; 2024Q4: 11,740 shares; 2025Q1: 13,779 shares; 2025Q2: 14,076 shares; 2025Q3: 12,247 shares 12,247$911K0.25%-1,829Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 8,461 shares; 2025Q1: 8,245 shares; 2025Q2: 9,986 shares; 2025Q3: 9,716 shares 9,716$888K0.25%-270Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 11,234 shares; 2025Q1: 14,166 shares; 2025Q2: 12,282 shares; 2025Q3: 11,713 shares 11,713$842K0.24%-569Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,607 shares; 2024Q4: 15,954 shares; 2025Q1: 16,082 shares; 2025Q2: 16,276 shares; 2025Q3: 16,067 shares 16,067$803K0.22%-209Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,411 shares; 2024Q4: 12,933 shares; 2025Q1: 12,434 shares; 2025Q2: 12,288 shares; 2025Q3: 12,056 shares 12,056$710K0.2%-232Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,386 shares; 2024Q4: 12,319 shares; 2025Q1: 13,667 shares; 2025Q2: 13,773 shares; 2025Q3: 15,115 shares 15,115$642K0.18%+1,342Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares 6,914$616K0.17%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares 2,509$610K0.17%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,388 shares; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares 2,388$582K0.16%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,775 shares; 2024Q4: 8,100 shares; 2025Q1: 8,738 shares; 2025Q2: 8,720 shares; 2025Q3: 8,803 shares 8,803$527K0.15%+83Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 7,016 shares; 2025Q1: 6,730 shares; 2025Q2: 6,660 shares; 2025Q3: 6,504 shares 6,504$513K0.14%-156Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,379 shares; 2024Q4: 14,543 shares; 2025Q1: 14,301 shares; 2025Q2: 13,955 shares; 2025Q3: 13,926 shares 13,926$506K0.14%-29Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,068 shares; 2025Q1: 2,069 shares; 2025Q2: 1,409 shares; 2025Q3: 1,520 shares 1,520$479K0.13%+111Timeline
AVDSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,766 shares; 2025Q3: 6,766 shares 6,766$457K0.13%0Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,353 shares; 2024Q4: 15,802 shares; 2025Q1: 15,275 shares; 2025Q2: 14,778 shares; 2025Q3: 14,408 shares 14,408$454K0.13%-370Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,727 shares; 2024Q4: 9,730 shares; 2025Q1: 9,462 shares; 2025Q2: 9,464 shares; 2025Q3: 9,208 shares 9,208$421K0.12%-256Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 5,065 shares; 2025Q3: 5,065 shares 5,065$400K0.11%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,071 shares; 2025Q1: 4,723 shares; 2025Q2: 5,152 shares; 2025Q3: 1,109 shares 1,109$364K0.1%-4,043Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,778 shares; 2025Q1: 1,789 shares; 2025Q2: 1,799 shares; 2025Q3: 1,808 shares 1,808$349K0.1%+9Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 646 shares; 2025Q1: 505 shares; 2025Q2: 547 shares; 2025Q3: 547 shares 547$328K0.09%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,874 shares; 2024Q4: 2,874 shares; 2025Q1: 2,874 shares; 2025Q2: 2,874 shares; 2025Q3: 2,874 shares 2,874$324K0.09%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,802 shares; 2025Q1: 5,960 shares; 2025Q2: 5,935 shares; 2025Q3: 5,967 shares 5,967$323K0.09%+32Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 7,193 shares; 2025Q1: 7,249 shares; 2025Q2: 7,341 shares; 2025Q3: 7,367 shares 7,367$302K0.08%+26Timeline
CEFSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,009 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares 7,009$257K0.07%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VOOVANGUARD INDEX FDS3,101$1.76Mshares
ERICTELEFONAKTIEBOLAGET LM ERICS19,157$162Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001940678-25-000007 base2025-11-13acceptance time not in the bulk data set