YWM
Yoder Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$27K | 0.44% | 49 |
|
|
2024
Q1 | $698K | Buy |
21,845
+700
| +3% | +$22.4K | 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 | +$539K | 0.45% | 45 |
|