Yoder Wealth Management, Inc. Dimensional ETF Tr Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 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 29,764 shares of DFAU stock, worth $1.23 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
29,764
Previous 28,159
5.7%
Holding current value
$1.23 Million
Previous $1.06 Billion
11.9%
% of portfolio
0.71%
Previous 0.68%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
407Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio