Yardley Wealth Management LLC
36 holdingsFiling period: 2026-03-31Current AUM: $211.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 712.4K | $32.1M | $36.9M | 17.44% | +48.3K | 2026-03-31 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 304.9K | $25.9M | $27.8M | 13.15% | +4.7K | 2026-03-31 |
| 3 | DFNM | DIMENSIONAL ETF TRUST | 320.6K | $15.4M | $15.3M | 7.22% | +18.1K | 2026-03-31 |
| 4 | FRDM | EA SERIES TRUST | 275.5K | $15.1M | $17.9M | 8.48% | -28,997 | 2026-03-31 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 232.9K | $12.2M | $12.2M | 5.74% | +23.2K | 2026-03-31 |
| 6 | DFIP | DIMENSIONAL ETF TRUST | 288.1K | $12.0M | $11.7M | 5.51% | +18.1K | 2026-03-31 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 267.2K | $11.3M | $11.1M | 5.24% | +16.1K | 2026-03-31 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 208.4K | $10.0M | $9.9M | 4.66% | +13.7K | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 227.8K | $9.0M | $9.6M | 4.56% | -6,169 | 2026-03-31 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 115.4K | $8.2M | $9.4M | 4.45% | +6.2K | 2026-03-31 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 73.2K | $8.1M | $9.2M | 4.34% | +725 | 2026-03-31 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 108.5K | $7.7M | $8.8M | 4.16% | -2,061 | 2026-03-31 |
| 13 | AVLV | AMERICAN CENTY ETF TR | 95.5K | $7.7M | $8.8M | 4.16% | +542 | 2026-03-31 |
| 14 | AVGE | AMERICAN CENTY ETF TR | 33.5K | $3.0M | $3.3M | 1.57% | +3.4K | 2026-03-31 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | 107.9K | $2.9M | $3.2M | 1.52% | +10.9K | 2026-03-31 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 3.8K | $2.5M | $2.8M | 1.35% | -397 | 2026-03-31 |
| 17 | IWV | ISHARES TR | 5.7K | $2.1M | $2.4M | 1.15% | -13 | 2026-03-31 |
| 18 | LMT | LOCKHEED MARTIN CORP | 2.2K | $1.3M | $1.3M | 0.61% | +13 | 2026-03-31 |
| 19 | MUB | ISHARES TR | 12.1K | $1.3M | $1.3M | 0.60% | -142 | 2026-03-31 |
| 20 | EFA | ISHARES TR | 8.9K | $864K | $939K | 0.44% | -196 | 2026-03-31 |
| 21 | DFAC | DIMENSIONAL ETF TRUST | 21.9K | $852K | $975K | 0.46% | -- | 2026-03-31 |
| 22 | IWN | ISHARES TR | 3.3K | $620K | $724K | 0.34% | -- | 2026-03-31 |
| 23 | AVUS | AMERICAN CENTY ETF TR | 5.1K | $569K | $653K | 0.31% | -- | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 1.8K | $562K | $645K | 0.30% | -- | 2026-03-31 |
| 25 | DFSV | DIMENSIONAL ETF TRUST | 12.6K | $440K | $498K | 0.24% | -- | 2026-03-31 |
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