Yoder Wealth Management, Inc. Dimensional ETF Tr Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 28,159 shares of DFAU stock, worth $1.05 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
28,159
Previous 24,949
12.87%
Holding current value
$1.05 Million
Previous $912 Million
15.8%
% of portfolio
0.68%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$163 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$155 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$150 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$126 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$103 Million26.74% of portfolio