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Yardley Wealth Management LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Yardley Wealth Management LLC on DFAU, newest first. How the timeline and the estimate are built.

Yardley Wealth Management LLC held 731,553 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 731,553 shares
    Change vs previous 13F +19,109 shares

    17.18% of the 13F portfolio, value $37,813,958.

    13F-HR 0002044323-26-000003 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 712,444 shares
    Change vs previous 13F +48,264 shares

    16.47% of the 13F portfolio, value $32,145,466.

    13F-HR 0002044323-26-000002 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 664,180 shares
    Change vs previous 13F +982 shares

    16.52% of the 13F portfolio, value $31,083,618.

    13F-HR 0002044323-26-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 663,198 shares
    Change vs previous 13F -69,791 shares

    16.95% of the 13F portfolio, value $30,347,936.

    13F-HR 0002044323-25-000007 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 732,989 shares
    Change vs previous 13F +14,013 shares

    16.98% of the 13F portfolio, value $31,049,000.

    13F-HR 0002044323-25-000004 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 718,976 shares
    Change vs previous 13F -125,280 shares

    16.28% of the 13F portfolio, value $27,637,000.

    13F-HR 0002044323-25-000003 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 844,256 shares
    Change vs previous 13F +137,134 shares

    16.56% of the 13F portfolio, value $34,094,000.

    13F-HR 0002044323-25-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 707,122 shares
    Change vs previous 13F not available

    16.65% of the 13F portfolio, value $28,066,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).