DFSD — 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 (DFSD). 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
5.18% (2025 Q1)
Avg. % of fund
4.91%
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 194,692 +17,560 +9.9% 4.96% $9.3M $47.95
2025 Q3 REDUCED 177,132 -8,664 -4.7% 4.77% $8.5M $47.42
2025 Q2 ADDED 185,796 +640 +0.3% 4.88% $8.9M $46.72
2025 Q1 REDUCED 185,156 -20,748 -10.1% 5.18% $8.8M $45.83
2024 Q4 ADDED 205,904 +30,650 +17.5% 4.70% $9.7M $44.98
2024 Q3 INITIATED 175,254 — — 4.96% $8.4M $44.94
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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