YWM
Yoder Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Hold |
5,541
| – | – | 0.16% | 84 |
|
|
2025
Q1 | $285K | Hold |
5,541
| – | – | 0.16% | 86 |
|
|
2024
Q4 | $308K | Hold |
5,541
| – | – | 0.17% | 80 |
|
|
2024
Q3 | $308K | Hold |
5,541
| – | – | 0.19% | 80 |
|
|
2024
Q2 | $287K | Hold |
5,541
| – | – | 0.19% | 80 |
|
|
2024
Q1 | $302K | Hold |
5,541
| – | – | 0.2% | 76 |
|
|
2023
Q4 | $290K | Hold |
5,541
| – | – | 0.2% | 68 |
|
|
2023
Q3 | $253K | Hold |
5,541
| – | – | 0.21% | 64 |
|
|
2023
Q2 | $257K | Hold |
5,541
| – | – | 0.2% | 62 |
|
|
2023
Q1 | $247K | Buy |
+5,541
| New | +$247K | 0.2% | 61 |
|