Yardley Wealth Management’s U.S. Small Cap Value Portfolio ETF Class Shares 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 Q3	$471K	Hold	12,569	–	–	0.21%	30
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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $935M AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Yardley Wealth Management held its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) position steady in Q3 2026 at 12,569 shares worth $471K. The position accounts for 0.21% of the portfolio, ranked #30.

Yardley Wealth Management first reported a position in DFSV in Q2 2025 and has held it in 6 quarters since. The position peaked at $488K in Q2 2026. 287 funds tracked by Wall St. Rank hold DFSV as of Q3 2026.

Yardley Wealth Management held 12,569 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $471K as of Q3 2026.
Yardley Wealth Management left its U.S. Small Cap Value Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.21% of Yardley Wealth Management's portfolio in Q3 2026, its #30 holding.
Yardley Wealth Management first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Yardley Wealth Management's U.S. Small Cap Value Portfolio ETF Class Shares position peaked at $488K in Q2 2026.
287 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q3 2026.

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