§ 13F · FUND PROFILE
Yardley Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179M (13F)Positions · 36Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 712K | $32M | 16.5% | +7% |
| 2 | AVDE | AMERICAN CENTY ETF TR | 305K | $26M | 13.3% | +2% |
| 3 | DFNM | DIMENSIONAL ETF TRUST | 321K | $15M | 7.9% | +6% |
| 4 | FRDM | EA SERIES TRUST | 276K | $15M | 7.7% | −10% |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 233K | $12M | 6.3% | +11% |
| 6 | DFIP | DIMENSIONAL ETF TRUST | 288K | $12M | 6.2% | +7% |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 267K | $11M | 5.8% | +6% |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 208K | $10M | 5.1% | +7% |
| 9 | DISV | DIMENSIONAL ETF TRUST | 228K | $9M | 4.6% | −3% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 115K | $8M | 4.2% | +6% |
§ 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 $179 million in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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