YWM
DFCF icon

Yardley Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Yardley Wealth Management’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.2M Buy
287,908
+20,718
+8% +$876K 5.52% 7
2026
Q1 		$11.3M Buy
267,190
+16,125
+6% +$688K 5.78% 7
2025
Q4 		$10.7M Buy
251,065
+18,243
+8% +$781K 5.68% 7
2025
Q3 		$9.96M Sell
232,822
-8,605
-4% -$365K 5.56% 7
2025
Q2 		$10.2M Buy
241,427
+10,140
+4% +$423K 5.58% 7
2025
Q1 		$9.73M Sell
231,287
-27,123
-10% -$1.13M 5.73% 7
2024
Q4 		$10.7M Buy
258,410
+35,497
+16% +$1.49M 5.21% 7
2024
Q3 		$9.63M Buy
+222,913
New +$9.5M 5.71% 7

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Yardley Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 7.8% in Q2 2026, buying an estimated $876K and bringing the position to 287,908 shares worth $12.2M. The position accounts for 5.52% of the portfolio, ranked #7.

Yardley Wealth Management first reported a position in DFCF in Q3 2024 and has held it in 8 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Yardley Wealth Management held 287,908 shares of Dimensional Core Fixed Income ETF worth $12.2M as of Q2 2026.
  • Yardley Wealth Management bought 20,718 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $876K.
  • Dimensional Core Fixed Income ETF made up 5.52% of Yardley Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Yardley Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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