YWM
Yoder Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
27,437
-1,214
| -4% | -$51.4K | 0.61% | 45 |
|
|
2025
Q1 | $1.1M | Sell |
28,651
-3,260
| -10% | -$125K | 0.62% | 43 |
|
|
2024
Q4 | $1.29M | Buy |
31,911
+2,147
| +7% | +$86.9K | 0.71% | 40 |
|
|
2024
Q3 | $1.18M | Buy |
29,764
+1,605
| +6% | +$63.7K | 0.71% | 39 |
|
|
2024
Q2 | $1.06M | Buy |
28,159
+3,210
| +13% | +$120K | 0.68% | 40 |
|
|
2024
Q1 | $912K | Buy |
24,949
+51
| +0.2% | +$1.86K | 0.59% | 40 |
|
|
2023
Q4 | $828K | Sell |
24,898
-352
| -1% | -$11.7K | 0.58% | 39 |
|
|
2023
Q3 | $756K | Buy |
25,250
+95
| +0.4% | +$2.85K | 0.62% | 40 |
|
|
2023
Q2 | $780K | Buy |
25,155
+1,910
| +8% | +$59.2K | 0.61% | 37 |
|
|
2023
Q1 | $669K | Buy |
+23,245
| New | +$669K | 0.56% | 39 |
|