YWM
DFUS

Yardley Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Yardley Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.66M Buy
117,898
+2,480
+2% +$196K 4.39% 9
2026
Q1 		$8.18M Buy
115,418
+6,242
+6% +$463K 4.19% 10
2025
Q4 		$8.1M Sell
109,176
-942
-0.9% -$69.2K 4.3% 10
2025
Q3 		$7.98M Sell
110,118
-10,099
-8% -$704K 4.46% 10
2025
Q2 		$8.06M Buy
120,217
+2,548
+2% +$158K 4.41% 10
2025
Q1 		$7.12M Sell
117,669
-18,038
-13% -$1.15M 4.19% 10
2024
Q4 		$8.62M Buy
135,707
+19,467
+17% +$1.25M 4.19% 9
2024
Q3 		$7.23M Buy
+116,240
New +$6.96M 4.29% 10

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Yardley Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q2 2026, buying an estimated $196K and bringing the position to 117,898 shares worth $9.66M. The position accounts for 4.39% of the portfolio, ranked #9.

Yardley Wealth Management first reported a position in DFUS in Q3 2024 and has held it in 8 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Yardley Wealth Management held 117,898 shares of Dimensional US Equity ETF worth $9.66M as of Q2 2026.
  • Yardley Wealth Management bought 2,480 Dimensional US Equity ETF shares in Q2 2026, an estimated $196K.
  • Dimensional US Equity ETF made up 4.39% of Yardley Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Yardley Wealth Management first reported a position in Dimensional US Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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