Yoder Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Yoder Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$865K	Sell	19,170 -2,725	-12%	-$128K	0.39%	54
2025 Q4	$1.02M	Sell	21,895 -4,189	-16%	-$194K	0.47%	48
2025 Q3	$1.19M	Sell	26,084 -1,353	-5%	-$59.6K	0.56%	46
2025 Q2	$1.16M	Sell	27,437 -1,214	-4%	-$47.6K	0.61%	45
2025 Q1	$1.1M	Sell	28,651 -3,260	-10%	-$132K	0.62%	43
2024 Q4	$1.29M	Buy	31,911 +2,147	+7%	+$87.7K	0.71%	40
2024 Q3	$1.18M	Buy	29,764 +1,605	+6%	+$61.3K	0.71%	39
2024 Q2	$1.06M	Buy	28,159 +3,210	+13%	+$117K	0.68%	40
2024 Q1	$912K	Buy	24,949 +51	+0.2%	+$1.77K	0.59%	40
2023 Q4	$828K	Sell	24,898 -352	-1%	-$10.9K	0.58%	39
2023 Q3	$756K	Buy	25,250 +95	+0.4%	+$2.96K	0.62%	40
2023 Q2	$780K	Buy	25,155 +1,910	+8%	+$56K	0.61%	37
2023 Q1	$669K	Buy	+23,245	New	+$657K	0.56%	39

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM