§ 13F · FUND PROFILE
Yardley Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182.9B (13F)Positions · 41Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$297.9B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 664K | $31.1T | 16.5% | ±0% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 300K | $24.7T | 13.1% | −1% |
| 3 | FRDM | EA SERIES TRUST | 305K | $15.6T | 8.3% | −7% |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 302K | $14.6T | 7.7% | +6% |
| 5 | DFIP | DIMENSIONAL ETF TRUST | 270K | $11.2T | 6.0% | +13% |
| 6 | DFGX | DIMENSIONAL ETF TRUST | 210K | $11.0T | 5.9% | +12% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 251K | $10.7T | 5.7% | +8% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 195K | $9.3T | 5.0% | +10% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 234K | $8.9T | 4.7% | −3% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 109K | $8.1T | 4.3% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YARDLEY SIGNAL
AC read
Yardley Wealth Management LLC is a Other fund managing $182.9 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed