Yardley Wealth Management LLC
CIK 2044323 · Holdings on Jun 30, 2026 · First reported Jul 16, 2026
Top ten holdings
Q2 2026- DFAU17.18%
- AVDE12.93%
- FRDM8.04%
- DFNM7.21%
- DFGX6.16%
- DFIP5.90%
- DFCF5.52%
- DFSD4.99%
- DFUS4.39%
- DISV4.32%
Share classes counted separately76.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DFAUWeight increased · +0.71 pp16.47% → 17.18%Shares +19.11K (+2.68%)
- DFACWeight increased · +0.69 pp0.44% → 1.13%Shares +34.10K (+155.36%)
- DFNMWeight decreased · -0.66 pp7.87% → 7.21%Shares +7.57K (+2.36%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $37.81M | 17.18% | 731.55K shares | 16.47% → 17.18%+0.71 pp +19.11K (+2.68%) | Added | ↗▾ |
| 02 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $28.47M | 12.93% | 319.17K shares | 13.26% → 12.93%-0.33 pp +14.22K (+4.66%) | Added | ↗▾ |
| 03 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $17.69M | 8.04% | 242.66K shares | 7.72% → 8.04%+0.32 pp -32.86K (-11.93%) | Reduced | ↗▾ |
| 04 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $15.86M | 7.21% | 328.19K shares | 7.87% → 7.21%-0.66 pp +7.57K (+2.36%) | Added | ↗▾ |
| 05 | DFGXDIMSNL INTR CF IN ETF-USD ININTL COR FIX ETF View history and evidence | $13.56M | 6.16% | 252.99K shares | 6.26% → 6.16%-0.10 pp +20.13K (+8.65%) | Added | ↗▾ |
| 06 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $13.00M | 5.90% | 315.06K shares | 6.16% → 5.90%-0.26 pp +26.93K (+9.35%) | Added | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $12.15M | 5.52% | 287.91K shares | 5.78% → 5.52%-0.26 pp +20.72K (+7.75%) | Added | ↗▾ |
| 08 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $10.98M | 4.99% | 229.98K shares | 5.11% → 4.99%-0.12 pp +21.55K (+10.34%) | Added | ↗▾ |
| 09 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUI MARK ETF View history and evidence | $9.66M | 4.39% | 117.90K shares | 4.19% → 4.39%+0.20 pp +2.48K (+2.15%) | Added | ↗▾ |
| 10 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $9.50M | 4.32% | 236.75K shares | 4.60% → 4.32%-0.28 pp +8.91K (+3.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044323 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 220120165
}Research all 37 reported holdings.
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