Yardley Wealth Management LLC
CIK 2044323 · Holdings on Sep 30, 2024 · First reported Nov 8, 2024
Top ten holdings
Q3 2024- DFAU16.65%
- AVDE12.96%
- FRDM7.30%
- DFNM7.26%
- DFIP5.91%
- DFGX5.77%
- DFCF5.71%
- DFSD4.96%
- DISV4.51%
- DFUS4.29%
Share classes counted separately75.32%
Portfolio value by quarter
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 | $28.07M | 16.65% | 707.12K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $21.85M | 12.96% | 326.00K shares | Prior unavailable — | — | ↗▾ |
| 03 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $12.31M | 7.30% | 344.03K shares | Prior unavailable — | — | ↗▾ |
| 04 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $12.25M | 7.26% | 252.31K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $9.96M | 5.91% | 235.51K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFGXDIMSNL INTR CF IN ETF-USD INGLOBAL EX US COR View history and evidence | $9.74M | 5.77% | 179.94K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $9.63M | 5.71% | 222.91K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $8.37M | 4.96% | 175.25K shares | Prior unavailable — | — | ↗▾ |
| 09 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $7.60M | 4.51% | 261.54K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $7.23M | 4.29% | 116.24K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2044323 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 168602
}Research all 41 reported holdings.
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