Yardley Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Yardley Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.49M	Buy	56,048 +34,099	+155%	+$1.46M	1.13%	17
2026 Q1	$853K	Hold	21,949	–	–	0.44%	21
2025 Q4	$869K	Sell	21,949 -113	-0.5%	-$4.41K	0.46%	21
2025 Q3	$851K	Hold	22,062	–	–	0.48%	21
2025 Q2	$791K	Hold	22,062	–	–	0.43%	23
2025 Q1	$728K	Sell	22,062 -22,284	-50%	-$774K	0.43%	22
2024 Q4	$1.53M	Buy	44,346 +22,062	+99%	+$777K	0.74%	20
2024 Q3	$764K	Buy	+22,284	New	+$736K	0.45%	23

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Yardley Wealth Management's DFAC Position: Q2 2026 in Review

Yardley Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 155% in Q2 2026, buying an estimated $1.46M and bringing the position to 56,048 shares worth $2.49M. The position accounts for 1.13% of the portfolio, ranked #17.

Yardley Wealth Management first reported a position in DFAC in Q3 2024 and has held it in 8 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Yardley Wealth Management held 56,048 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $2.49M as of Q2 2026.
Yardley Wealth Management bought 34,099 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.46M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 1.13% of Yardley Wealth Management's portfolio in Q2 2026, its #17 holding.
Yardley Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.