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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
Q3 		$2.5M Sell
30,063
-291
-1% -$24.1K 0.94% 33
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

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FF
Foundry Financial Pasadena, California $322M AUM 13.25% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

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

Yoder Wealth Management reduced its Dimensional US Equity ETF (DFUS) stake by 0.96% in Q3 2026, selling an estimated $24.1K and leaving 30,063 shares worth $2.5M. The position accounts for 0.94% of the portfolio, ranked #33.

Yoder Wealth Management first reported a position in DFUS in Q1 2023 and has held it in 15 quarters since. 186 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Yoder Wealth Management held 30,063 shares of Dimensional US Equity ETF worth $2.5M as of Q3 2026.
  • Yoder Wealth Management sold 291 Dimensional US Equity ETF shares in Q3 2026, an estimated $24.1K.
  • Dimensional US Equity ETF made up 0.94% of Yoder Wealth Management's portfolio in Q3 2026, its #33 holding.
  • Yoder Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 15 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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