YWM
DFAC icon

Yardley Wealth Management’s Dimensional US Core Equity 2 ETF 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

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

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

Yardley Wealth Management increased its Dimensional US Core Equity 2 ETF (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. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

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

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