Yardley Wealth Management LLC
CIK 2044323 · Holdings on Mar 31, 2025 · First reported Apr 25, 2025
Top ten holdings
Q1 2025- DFAU16.28%
- AVDE13.42%
- DFNM8.33%
- FRDM7.56%
- DFIP5.99%
- DFGX5.75%
- DFCF5.73%
- DFSD5.18%
- DISV4.78%
- DFUS4.19%
Share classes counted separately77.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVDEWeight increased · +1.81 pp11.61% → 13.42%Shares -41.49K (-10.77%)
- DFNMWeight increased · +1.15 pp7.18% → 8.33%Shares -11.57K (-3.75%)
- SPYWeight decreased · -1.05 pp2.40% → 1.35%Shares -4.42K (-51.94%)
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 | $27.64M | 16.28% | 718.98K shares | 16.56% → 16.28%-0.28 pp -125.28K (-14.84%) | Reduced | ↗▾ |
| 02 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $22.78M | 13.42% | 343.70K shares | 11.61% → 13.42%+1.81 pp -41.49K (-10.77%) | Reduced | ↗▾ |
| 03 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $14.14M | 8.33% | 297.29K shares | 7.18% → 8.33%+1.15 pp -11.57K (-3.75%) | Reduced | ↗▾ |
| 04 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $12.83M | 7.56% | 366.03K shares | 6.72% → 7.56%+0.84 pp -51.64K (-12.36%) | Reduced | ↗▾ |
| 05 | DFIPDIMENSIONAL INFLATION-PROTECINFLATION PROTE View history and evidence | $10.17M | 5.99% | 241.40K shares | 5.41% → 5.99%+0.58 pp -32.10K (-11.74%) | Reduced | ↗▾ |
| 06 | DFGXDIMSNL INTR CF IN ETF-USD INGLOBAL EX US COR View history and evidence | $9.76M | 5.75% | 186.70K shares | 5.60% → 5.75%+0.15 pp -32.56K (-14.85%) | Reduced | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $9.73M | 5.73% | 231.29K shares | 5.21% → 5.73%+0.52 pp -27.12K (-10.50%) | Reduced | ↗▾ |
| 08 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $8.80M | 5.18% | 185.16K shares | 4.70% → 5.18%+0.48 pp -20.75K (-10.08%) | Reduced | ↗▾ |
| 09 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $8.11M | 4.78% | 278.46K shares | 4.18% → 4.78%+0.60 pp -41.58K (-12.99%) | Reduced | ↗▾ |
| 10 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $7.12M | 4.19% | 117.67K shares | 4.19% → 4.19%+0.00 pp -18.04K (-13.29%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MEAR ISHRS SHORT MAT MUNI ACT ETF | Non-derivative | -46,632 | -$2.34M | SEC filing ↗ | SEC filing ↗ |
| MS MORGAN STANLEY | Non-derivative | -6,304 | -$724.00K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2044323 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 169762
}Research all 40 reported holdings.
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