Yoder Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Yoder Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$521K	Hold	13,407	–	–	0.24%	64
2025 Q4	$531K	Sell	13,407 -7,600	-36%	-$297K	0.24%	66
2025 Q3	$810K	Hold	21,007	–	–	0.38%	53
2025 Q2	$753K	Hold	21,007	–	–	0.39%	53
2025 Q1	$693K	Hold	21,007	–	–	0.39%	54
2024 Q4	$727K	Hold	21,007	–	–	0.4%	54
2024 Q3	$720K	Hold	21,007	–	–	0.43%	49
2024 Q2	$677K	Sell	21,007 -838	-4%	-$26.4K	0.44%	49
2024 Q1	$698K	Buy	21,845 +700	+3%	+$21.1K	0.46%	47
2023 Q4	$618K	Hold	21,145	–	–	0.44%	47
2023 Q3	$554K	Hold	21,145	–	–	0.46%	47
2023 Q2	$574K	Hold	21,145	–	–	0.45%	46
2023 Q1	$539K	Buy	+21,145	New	+$536K	0.45%	45

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Yoder Wealth Management's DFAC Position: Q1 2026 in Review

Yoder Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 13,407 shares worth $521K. The position accounts for 0.24% of the portfolio, ranked #64.

Yoder Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $810K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Yoder Wealth Management held 13,407 shares of Dimensional US Core Equity 2 ETF worth $521K as of Q1 2026.
Yoder Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.24% of Yoder Wealth Management's portfolio in Q1 2026, its #64 holding.
Yoder Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Dimensional US Core Equity 2 ETF position peaked at $810K in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.