YWM
Yoder Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
65,518
-1,142
| -2% | -$33.1K | 0.99% | 33 |
|
|
2025
Q1 | $1.73M | Sell |
66,660
-2,315
| -3% | -$59.9K | 0.97% | 34 |
|
|
2024
Q4 | $1.75M | Buy |
68,975
+1,045
| +2% | +$26.5K | 0.97% | 33 |
|
|
2024
Q3 | $1.86M | Sell |
67,930
-75
| -0.1% | -$2.06K | 1.12% | 27 |
|
|
2024
Q2 | $1.76M | Buy |
68,005
+950
| +1% | +$24.6K | 1.14% | 27 |
|
|
2024
Q1 | $1.66M | Buy |
67,055
+5,572
| +9% | +$138K | 1.08% | 29 |
|
|
2023
Q4 | $1.48M | Buy |
61,483
+30,923
| +101% | +$746K | 1.05% | 29 |
|
|
2023
Q3 | $690K | Buy |
30,560
+6,635
| +28% | +$150K | 0.57% | 42 |
|
|
2023
Q2 | $561K | Sell |
23,925
-430
| -2% | -$10.1K | 0.44% | 48 |
|
|
2023
Q1 | $561K | Buy |
+24,355
| New | +$561K | 0.47% | 44 |
|