YWM
DFUS

Yoder Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Yoder Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Buy
30,354
+204
+0.7% +$16.1K 0.97% 34
2026
Q1 		$2.14M Buy
30,150
+21
+0.1% +$1.56K 0.97% 34
2025
Q4 		$2.23M Sell
30,129
-633
-2% -$46.5K 1.02% 31
2025
Q3 		$2.23M Sell
30,762
-788
-2% -$54.9K 1.05% 29
2025
Q2 		$2.11M Sell
31,550
-728
-2% -$45.1K 1.1% 30
2025
Q1 		$1.95M Sell
32,278
-620
-2% -$39.6K 1.1% 31
2024
Q4 		$2.1M Sell
32,898
-59
-0.2% -$3.78K 1.16% 29
2024
Q3 		$2.05M Sell
32,957
-500
-1% -$29.9K 1.23% 25
2024
Q2 		$1.97M Buy
33,457
+465
+1% +$26.4K 1.27% 26
2024
Q1 		$1.88M Sell
32,992
-235
-0.7% -$12.7K 1.23% 25
2023
Q4 		$1.72M Sell
33,227
-913
-3% -$44.2K 1.22% 24
2023
Q3 		$1.59M Sell
34,140
-6,423
-16% -$311K 1.31% 24
2023
Q2 		$1.95M Sell
40,563
-7,764
-16% -$353K 1.54% 20
2023
Q1 		$2.15M Buy
+48,327
New +$2.1M 1.78% 17

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Yoder Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.68% in Q2 2026, buying an estimated $16.1K and bringing the position to 30,354 shares worth $2.49M. The position accounts for 0.97% of the portfolio, ranked #34.

Yoder Wealth Management first reported a position in DFUS in Q1 2023 and has held it in 14 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Yoder Wealth Management held 30,354 shares of Dimensional US Equity ETF worth $2.49M as of Q2 2026.
  • Yoder Wealth Management bought 204 Dimensional US Equity ETF shares in Q2 2026, an estimated $16.1K.
  • Dimensional US Equity ETF made up 0.97% of Yoder Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Yoder Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 14 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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