Ruedi Wealth Management, Inc.: DFAU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ruedi Wealth Management, Inc. on DFAU, newest first. How the timeline and the estimate are built.
Ruedi Wealth Management, Inc. held 8,641 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 8,641 sharesChange vs previous 13F -10 shares
0.1% of the 13F portfolio, value $446,658.
13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,651 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $390,351.
13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,650 sharesChange vs previous 13F -558 shares
0.11% of the 13F portfolio, value $404,800.
13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,208 sharesChange vs previous 13F -256 shares
0.12% of the 13F portfolio, value $421,344.
13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,464 sharesChange vs previous 13F +2 shares
0.12% of the 13F portfolio, value $400,884.
13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,462 sharesChange vs previous 13F -268 shares
0.11% of the 13F portfolio, value $363,708.
13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,730 sharesChange vs previous 13F +3 shares
0.12% of the 13F portfolio, value $393,969.
13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,727 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $386,074.
13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).