Yoder Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares 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 Q3	$596K	Hold	13,407	–	–	0.22%	66
2026 Q2	$595K	Hold	13,407	–	–	0.23%	63
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $309M AUM 12.7% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Yoder Wealth Management's DFAC Position: Q3 2026 in Review

Yoder Wealth Management held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 13,407 shares worth $596K. The position accounts for 0.22% of the portfolio, ranked #66.

Yoder Wealth Management first reported a position in DFAC in Q1 2023 and has held it in 15 quarters since. The position peaked at $810K in Q3 2025. 254 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Yoder Wealth Management held 13,407 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $596K as of Q3 2026.
Yoder Wealth Management left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.22% of Yoder Wealth Management's portfolio in Q3 2026, its #66 holding.
Yoder Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
Yoder Wealth Management's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $810K in Q3 2025.
254 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.