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 Q2	$783K	Sell	15,154 -4,016	-21%	-$201K	0.31%	55
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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Yoder Wealth Management's DFAU Position: Q2 2026 in Review

Yoder Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 21% in Q2 2026, selling an estimated $201K and leaving 15,154 shares worth $783K. The position accounts for 0.31% of the portfolio, ranked #55.

Yoder Wealth Management first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29M in Q4 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Yoder Wealth Management held 15,154 shares of Dimensional US Core Equity Market ETF worth $783K as of Q2 2026.
Yoder Wealth Management sold 4,016 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $201K.
Dimensional US Core Equity Market ETF made up 0.31% of Yoder Wealth Management's portfolio in Q2 2026, its #55 holding.
Yoder Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
Yoder Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.29M in Q4 2024.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.