Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RUEDI WEALTH MANAGEMENT INC | 05-06-2024 | 03-31-2024 | 261 | 237,672,497 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $72,903,010 | 2,281,784 | 0.03 | 0.03 | 53,348 | 2.39 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 2 | $17,361,397 | 424,484 | 0.01 | 0.01 | -5,447 | -1.27 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 3 | $15,310,292 | 364,965 | 0.01 | 0.01 | -46,615 | -11.33 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 4 | $14,895,055 | 261,408 | 0.01 | 0.01 | -5,891 | -2.20 | 03-31-2024 |
