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Yoder Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Yoder Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Hold
64,258
– – 0.99% 32
2025
Q4 		$2.09M Sell
64,258
-440
-0.7% -$14.2K 0.95% 36
2025
Q3 		$2.04M Sell
64,698
-820
-1% -$24.7K 0.97% 34
2025
Q2 		$1.9M Sell
65,518
-1,142
-2% -$30.6K 0.99% 33
2025
Q1 		$1.73M Sell
66,660
-2,315
-3% -$60.1K 0.97% 34
2024
Q4 		$1.75M Buy
68,975
+1,045
+2% +$27.6K 0.97% 33
2024
Q3 		$1.86M Sell
67,930
-75
-0.1% -$1.96K 1.12% 27
2024
Q2 		$1.76M Buy
68,005
+950
+1% +$24.1K 1.14% 27
2024
Q1 		$1.66M Buy
67,055
+5,572
+9% +$134K 1.08% 29
2023
Q4 		$1.48M Buy
61,483
+30,923
+101% +$707K 1.05% 29
2023
Q3 		$690K Buy
30,560
+6,635
+28% +$156K 0.57% 42
2023
Q2 		$561K Sell
23,925
-430
-2% -$9.94K 0.44% 48
2023
Q1 		$561K Buy
+24,355
New +$561K 0.47% 44

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Yoder Wealth Management held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q1 2026 at 64,258 shares worth $2.18M. The position accounts for 0.99% of the portfolio, ranked #32.

Yoder Wealth Management first reported a position in DFAE in Q1 2023 and has held it in 13 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Yoder Wealth Management held 64,258 shares of Dimensional Emerging Core Equity Market ETF worth $2.18M as of Q1 2026.
  • Yoder Wealth Management left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.99% of Yoder Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Yoder Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 13 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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