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Yoder Wealth Management, Inc.: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yoder Wealth Management, Inc. on DFAU, newest first. How the timeline and the estimate are built.

Yoder Wealth Management, Inc. held 15,154 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,154 shares
    Change vs previous 13F -4,016 shares

    0.31% of the 13F portfolio, value $783,310.

    13F-HR 0001214659-26-008830 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,170 shares
    Change vs previous 13F -2,725 shares

    0.39% of the 13F portfolio, value $864,950.

    13F-HR 0001214659-26-004910 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,895 shares
    Change vs previous 13F -4,189 shares

    0.47% of the 13F portfolio, value $1,024,686.

    13F-HR 0001214659-26-000741 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,084 shares
    Change vs previous 13F -1,353 shares

    0.56% of the 13F portfolio, value $1,193,604.

    13F-HR 0001214659-25-015191 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,437 shares
    Change vs previous 13F -1,214 shares

    0.61% of the 13F portfolio, value $1,162,231.

    13F-HR 0001214659-25-010721 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,651 shares
    Change vs previous 13F -3,260 shares

    0.62% of the 13F portfolio, value $1,101,344.

    13F-HR 0001214659-25-006230 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,911 shares
    Change vs previous 13F +2,147 shares

    0.71% of the 13F portfolio, value $1,292,076.

    13F-HR 0001214659-25-001277 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,764 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,181,333.

    13F-HR 0001214659-24-017832 filed by Yoder Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).