YWM
Yoder Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
31,550
-728
| -2% | -$48.8K | 1.1% | 30 |
|
|
2025
Q1 | $1.95M | Sell |
32,278
-620
| -2% | -$37.5K | 1.1% | 31 |
|
|
2024
Q4 | $2.1M | Sell |
32,898
-59
| -0.2% | -$3.76K | 1.16% | 29 |
|
|
2024
Q3 | $2.05M | Sell |
32,957
-500
| -1% | -$31.1K | 1.23% | 25 |
|
|
2024
Q2 | $1.97M | Buy |
33,457
+465
| +1% | +$27.4K | 1.27% | 26 |
|
|
2024
Q1 | $1.88M | Sell |
32,992
-235
| -0.7% | -$13.4K | 1.23% | 25 |
|
|
2023
Q4 | $1.72M | Sell |
33,227
-913
| -3% | -$47.3K | 1.22% | 24 |
|
|
2023
Q3 | $1.59M | Sell |
34,140
-6,423
| -16% | -$299K | 1.31% | 24 |
|
|
2023
Q2 | $1.95M | Sell |
40,563
-7,764
| -16% | -$374K | 1.54% | 20 |
|
|
2023
Q1 | $2.15M | Buy |
+48,327
| New | +$2.15M | 1.78% | 17 |
|