Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RUEDI WEALTH MANAGEMENT INC | 07-17-2024 | 06-30-2024 | 492 | 253,953,611 |
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 | $71,598,532 | 2,220,798 | 0.03 | 0.03 | -60,986 | -2.67 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 2 | $17,206,651 | 366,099 | 0.01 | 0.00 | 130,358 | 55.30 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 3 | $15,970,698 | 271,380 | 0.01 | 0.01 | 9,972 | 3.81 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 4 | $15,677,810 | 399,231 | 0.01 | 0.01 | -25,253 | -5.95 | 06-30-2024 |
