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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
Q3 		$686K Sell
13,109
-2,045
-13% -$107K 0.26% 63
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

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Yoder Wealth Management's DFAU Position: Q3 2026 in Review

Yoder Wealth Management reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 13% in Q3 2026, selling an estimated $107K and leaving 13,109 shares worth $686K. The position accounts for 0.26% of the portfolio, ranked #63.

Yoder Wealth Management first reported a position in DFAU in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2024. 132 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Yoder Wealth Management held 13,109 shares of Dimensional US Core Equity Market ETF worth $686K as of Q3 2026.
  • Yoder Wealth Management sold 2,045 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $107K.
  • Dimensional US Core Equity Market ETF made up 0.26% of Yoder Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Yoder Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
  • Yoder Wealth Management's Dimensional US Core Equity Market ETF position peaked at $1.29M in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.