Yardley Wealth Management LLC: 13F holdings
CIK 20443232026Q2
| Positions | 37 |
|---|
| Reported value | $220.1m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 37 (+1 vs prior quarter) |
|---|
| Reported value | $220.1m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 731,553 | $37.8m | 17.2% |
| AVDE AMERICAN CENTY ETF TR | 319,168 | $28.5m | 12.9% |
| FRDM EA SERIES TRUST | 242,657 | $17.7m | 8.0% |
| DFNM DIMENSIONAL ETF TRUST | 328,185 | $15.9m | 7.2% |
| DFGX DIMENSIONAL ETF TRUST | 252,993 | $13.6m | 6.2% |
| DFIP DIMENSIONAL ETF TRUST | 315,060 | $13.0m | 5.9% |
| DFCF DIMENSIONAL ETF TRUST | 287,908 | $12.2m | 5.5% |
| DFSD DIMENSIONAL ETF TRUST | 229,981 | $11.0m | 5.0% |
| DFUS DIMENSIONAL ETF TRUST | 117,898 | $9.7m | 4.4% |
| DISV DIMENSIONAL ETF TRUST | 236,745 | $9.5m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044323")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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