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 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Yoder Wealth Management's DFUS Position: Q1 2026 in Review

Yoder Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q1 2026, buying an estimated $1.56K and bringing the position to 30,150 shares worth $2.14M. 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 13 quarters since. The position peaked at $2.23M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Yoder Wealth Management held 30,150 shares of Dimensional US Equity ETF worth $2.14M as of Q1 2026.
Yoder Wealth Management bought 21 Dimensional US Equity ETF shares in Q1 2026, an estimated $1.56K.
Dimensional US Equity ETF made up 0.97% of Yoder Wealth Management's portfolio in Q1 2026, its #34 holding.
Yoder Wealth Management first reported a position in Dimensional US Equity ETF in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's Dimensional US Equity ETF position peaked at $2.23M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.