Yoder Wealth Management, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 21,007 shares of DFAC stock, worth $691,550. This represents 0.44% of its overall portfolio holdings.
Number of Shares
21,007
Previous 21,845
3.84%
Holding current value
$691,550
Previous $698 Million
2.96%
% of portfolio
0.44%
Previous 0.46%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
851Shares Held
690MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.48 Billion4.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.24 Billion13.69% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$573 Million0.3% of portfolio