Yardley Wealth Management’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.06M	Buy	109,981 +1,436	+1%	+$111K	4.11%	12
2026 Q1	$7.72M	Sell	108,545 -2,061	-2%	-$151K	3.96%	12
2025 Q4	$7.71M	Buy	110,606 +3,371	+3%	+$232K	4.1%	11
2025 Q3	$7.34M	Sell	107,235 -5,844	-5%	-$390K	4.1%	11
2025 Q2	$7.2M	Buy	113,079 +5,699	+5%	+$342K	3.94%	11
2025 Q1	$6.42M	Sell	107,380 -19,333	-15%	-$1.24M	3.78%	11
2024 Q4	$8.24M	Buy	126,713 +21,036	+20%	+$1.41M	4%	12
2024 Q3	$6.85M	Buy	+105,677	New	+$6.61M	4.07%	11

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Yardley Wealth Management increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.3% in Q2 2026, buying an estimated $111K and bringing the position to 109,981 shares worth $9.06M. The position accounts for 4.11% of the portfolio, ranked #12.

Yardley Wealth Management first reported a position in DFAS in Q3 2024 and has held it in 8 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Yardley Wealth Management held 109,981 shares of U.S. Small Cap Portfolio ETF Class Shares worth $9.06M as of Q2 2026.
Yardley Wealth Management bought 1,436 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $111K.
U.S. Small Cap Portfolio ETF Class Shares made up 4.11% of Yardley Wealth Management's portfolio in Q2 2026, its #12 holding.
Yardley Wealth Management first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

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