YWM
DFSV

Yardley Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Yardley Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$488K Hold
12,569
– – 0.22% 25
2026
Q1 		$440K Hold
12,569
– – 0.23% 25
2025
Q4 		$413K Hold
12,569
– – 0.22% 28
2025
Q3 		$400K Hold
12,569
– – 0.22% 31
2025
Q2 		$370K Buy
+12,569
New +$348K 0.2% 33

Other funds holding DFSV

AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWM
Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Yardley Wealth Management held its Dimensional US Small Cap Value ETF (DFSV) position steady in Q2 2026 at 12,569 shares worth $488K. The position accounts for 0.22% of the portfolio, ranked #25.

Yardley Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Yardley Wealth Management held 12,569 shares of Dimensional US Small Cap Value ETF worth $488K as of Q2 2026.
  • Yardley Wealth Management left its Dimensional US Small Cap Value ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap Value ETF made up 0.22% of Yardley Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Yardley Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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