YWM
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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
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Yardley Wealth Management increased its Dimensional US Core Equity Market ETF (DFAU) stake by 2.7% in Q2 2026, buying an estimated $956K and bringing the position to 731,553 shares worth $37.8M. The position accounts for 17.18% of the portfolio, ranked #1.

Yardley Wealth Management first reported a position in DFAU in Q3 2024 and has held it in 8 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Yardley Wealth Management held 731,553 shares of Dimensional US Core Equity Market ETF worth $37.8M as of Q2 2026.
  • Yardley Wealth Management bought 19,109 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $956K.
  • Dimensional US Core Equity Market ETF made up 17.18% of Yardley Wealth Management's portfolio in Q2 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 8 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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