Yoder Wealth Management, Inc. Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 33,457 shares of DFUS stock, worth $2.08 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
33,457
Previous 32,992
1.41%
Holding current value
$2.08 Million
Previous $1.88 Billion
4.74%
% of portfolio
1.27%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding DFUS
# of Institutions
626Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$494 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.92MShares$368 Million20.2% of portfolio
-
Plancorp, LLC5.04MShares$313 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$258 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.71MShares$231 Million0.23% of portfolio