YWM
Yoder Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
17,887
+1,092
| +7% | +$25.6K | 0.22% | 72 |
|
|
2025
Q1 | $399K | Buy |
16,795
+4,530
| +37% | +$108K | 0.22% | 69 |
|
|
2024
Q4 | $285K | Sell |
12,265
-121
| -1% | -$2.82K | 0.16% | 85 |
|
|
2024
Q3 | $318K | Sell |
12,386
-164
| -1% | -$4.21K | 0.19% | 78 |
|
|
2024
Q2 | $277K | Buy |
12,550
+2,415
| +24% | +$53.4K | 0.18% | 83 |
|
|
2024
Q1 | $227K | Sell |
10,135
-2,180
| -18% | -$48.8K | 0.15% | 95 |
|
|
2023
Q4 | $280K | Buy |
+12,315
| New | +$280K | 0.2% | 69 |
|