Yardley Wealth Management
DFAU icon

Yardley Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Yardley Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$39.4M Buy
752,735
+21,182
+3% +$1.11M 17.21% 1
2026
Q2 		$37.8M Buy
731,553
+19,109
+3% +$956K 17.18% 1
2026
Q1 		$32.1M Buy
712,444
+48,264
+7% +$2.27M 16.47% 1
2025
Q4 		$31.1M Buy
664,180
+982
+0.1% +$45.5K 16.52% 1
2025
Q3 		$30.3M Sell
663,198
-69,791
-10% -$3.07M 16.95% 1
2025
Q2 		$31M Buy
732,989
+14,013
+2% +$549K 16.98% 1
2025
Q1 		$27.6M Sell
718,976
-125,280
-15% -$5.08M 16.28% 1
2024
Q4 		$34.1M Buy
844,256
+137,134
+19% +$5.6M 16.56% 1
2024
Q3 		$28.1M Buy
+707,122
New +$27M 16.65% 1

Other funds holding DFAU

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.53% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Yardley Wealth Management's DFAU Position: Q3 2026 in Review

Yardley Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.9% in Q3 2026, buying an estimated $1.11M and bringing the position to 752,735 shares worth $39.4M. The position accounts for 17.21% of the portfolio, ranked #1.

Yardley Wealth Management first reported a position in DFAU in Q3 2024 and has held it in 9 quarters since. 478 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

  • Yardley Wealth Management held 752,735 shares of Dimensional US Core Equity Market ETF worth $39.4M as of Q3 2026.
  • Yardley Wealth Management bought 21,182 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $1.11M.
  • Dimensional US Core Equity Market ETF made up 17.21% of Yardley Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Yardley Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 9 quarters since.
  • 478 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.