Yardley Wealth Management Llc Portfolio Activity in Q2 2026
This report details observable purchases and sales by Yardley Wealth Management Llc during the quarter ending June 30, 2026.
As of June 30, 2026, Yardley Wealth Management Llc's portfolio held a total value of $220.1 million.
During the most recent quarter, Yardley's investment strategy involved notable buying activity in specific Dimensional Fund Advisors ETF Trust products and adjustments across various holdings. The firm significantly increased its position in DIMENSIONAL ETF TRUST (DFAC) by 155% based on share changes, indicating a strong conviction or correction towards this fund.
Furthermore, Yardley initiated a new position in AMERICAN CENTY ETF TR (AVEM), acquiring shares valued at $208.7k during the period. This suggests interest in this specific fund's offerings.
Across other Dimensional Fund Advisors ETF Trust holdings, Yardley showed continued investment or slight increases in DFAU, DFGX, DFIP, DFSD, and DFCF. Increases were observed in DIMENSIONAL ETF TRUST (DFAU) (+2.68%), DIMENSIONAL ETF TRUST (DFGX) (+8.65%), DIMENSIONAL ETF TRUST (DFIP) (+9.35%), DIMENSIONAL ETF TRUST (DFSD) (+10.34%), and DIMENSIONAL ETF TRUST (DFCF) (+7.75%).
In contrast, the firm reduced its stake in EA SERIES TRUST (FRDM) by 11.93%, reflecting a strategic shift away from this fund.
Other changes included an increase in DIMENSIONAL ETF TRUST (DFNM) (+2.36%) and the addition of DIMENSIONAL ETF TRUST (DISV), which was also increased during the quarter.
No purchases or sales were disclosed for funds outside these specific changes, including American Century's AVDE and AVLV. Yardley did not exit any Dimensional Fund Advisors ETF Trust positions during this reporting period.