YWM
DFSD

Yardley Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Yardley Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Buy
229,981
+21,546
+10% +$1.03M 4.99% 8
2026
Q1 		$9.98M Buy
208,435
+13,743
+7% +$661K 5.11% 8
2025
Q4 		$9.34M Buy
194,692
+17,560
+10% +$846K 4.96% 8
2025
Q3 		$8.54M Sell
177,132
-8,664
-5% -$417K 4.77% 9
2025
Q2 		$8.92M Buy
185,796
+640
+0.3% +$30.5K 4.88% 8
2025
Q1 		$8.8M Sell
185,156
-20,748
-10% -$980K 5.18% 8
2024
Q4 		$9.68M Buy
205,904
+30,650
+17% +$1.45M 4.7% 8
2024
Q3 		$8.37M Buy
+175,254
New +$8.32M 4.96% 8

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Yardley Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, buying an estimated $1.03M and bringing the position to 229,981 shares worth $11M. The position accounts for 4.99% of the portfolio, ranked #8.

Yardley Wealth Management first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Yardley Wealth Management held 229,981 shares of Dimensional Short-Duration Fixed Income ETF worth $11M as of Q2 2026.
  • Yardley Wealth Management bought 21,546 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.99% of Yardley Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Yardley Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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