Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Yardley Wealth Management LLC (CIK 2044323) reported $195.1M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($32.1M, 16.47%), AVDE ($25.9M, 13.26%), DFNM ($15.4M, 7.87%), FRDM ($15.1M, 7.72%), DFGX ($12.2M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.1M | 16.47% | 712,444 | Added |
| 2 | AVDE | AMERICAN CENTY ETF TR | $25.9M | 13.26% | 304,944 | Added |
| 3 | DFNM | DIMENSIONAL ETF TRUST | $15.4M | 7.87% | 320,613 | Added |
| 4 | FRDM | EA SERIES TRUST | $15.1M | 7.72% | 275,517 | Trimmed |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $12.2M | 6.26% | 232,862 | Added |
| 6 | DFIP | DIMENSIONAL ETF TRUST | $12.0M | 6.16% | 288,125 | Added |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $11.3M | 5.78% | 267,190 | Added |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $10.0M | 5.11% | 208,435 | Added |
| 9 | DISV | DIMENSIONAL ETF TRUST | $9.0M | 4.60% | 227,832 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $8.2M | 4.19% | 115,418 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $8.1M | 4.14% | 73,221 | Added |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $7.7M | 3.96% | 108,545 | Trimmed |
| 13 | AVLV | AMERICAN CENTY ETF TR | $7.7M | 3.95% | 95,545 | Added |
| 14 | AVGE | AMERICAN CENTY ETF TR | $3.0M | 1.51% | 33,521 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $2.9M | 1.47% | 107,880 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.5M | 1.27% | 3,811 | Trimmed |
| 17 | IWV | ISHARES TR | $2.1M | 1.09% | 5,746 | Trimmed |
| 18 | LMT | LOCKHEED MARTIN CORP | $1.3M | 0.68% | 2,203 | Added |
| 19 | MUB | ISHARES TR | $1.3M | 0.66% | 12,116 | Trimmed |
| 20 | DFAC | DIMENSIONAL ETF TRUST | $852,941 | 0.44% | 21,949 | Hold |
| 21 | EFA | ISHARES TR | $864,943 | 0.44% | 8,905 | Trimmed |
| 22 | IWN | ISHARES TR | $620,908 | 0.32% | 3,275 | Hold |
| 23 | AVUS | AMERICAN CENTY ETF TR | $569,576 | 0.29% | 5,123 | Hold |
| 24 | VTI | VANGUARD INDEX FDS | $562,701 | 0.29% | 1,754 | Hold |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $440,434 | 0.23% | 12,569 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31