Ruedi Wealth Invests $4 Million in Dimensional Global Core Plus Fixed Income ETF
Ruedi Wealth Management increased its stake in the Dimensional Global Core Plus Fixed Income ETF (DFGP) by 74,122 shares during Q1 2026, valued at approximately $4 million. This move made DFGP the firm's second-largest holding, representing 13.8% of its assets under management. The ETF has seen a 5.2% increase in share price over the past year.
Topics: ETF Investment Holdings SEC Filing Wealth Management