DFAS — DIMENSIONAL ETF TRUST

Ownership history in Yardley Wealth Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Yardley Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFAS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
4.1% (2025 Q3)
Avg. % of fund
4.0%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 110,606 +3,371 +3.1% 4.10% $7.7M $69.67
2025 Q3 REDUCED 107,235 -5,844 -5.2% 4.10% $7.3M $68.27
2025 Q2 ADDED 113,079 +5,699 +5.3% 3.94% $7.2M $63.36
2025 Q1 REDUCED 107,380 -19,333 -15.3% 3.78% $6.4M $59.26
2024 Q4 ADDED 126,713 +21,036 +19.9% 4.00% $8.2M $64.41
2024 Q3 INITIATED 105,677 — — 4.07% $6.9M $64.02
% of Fund (quarterly)    DFAS price (monthly, adj. close)

Other funds also holding DFAS

As of 2025 Q4 — sorted by position size

Richard Young Associates, Ltd. 24.8% Index Fund Advisors, Inc. 3Y 19.11% DIXON FNANCIAL SERVICES, INC. 3Y 17.35% Heritage Wealth Management, Inc./Texas 3Y 12.91% SENTINEL WEALTH MANAGEMENT, INC. 12.78% Disciplined Equity Management, Inc. 3Y 12.64% ACORN CREEK CAPITAL LLC 10.64% Stordahl Capital Management, Inc. 3Y 7Y 10.35% TCI Wealth Advisors, Inc. 3Y 7Y 9.82% PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 8.73%
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