The Analysis of Yardley Wealth Management LLC's Holdings


Currently, Yardley Wealth Management LLC holds 36 types of securities in its portfolio with a total value $179.0M. In the most recent quarter, they have increased their positions in DFNM (+4.0K shares, valued at $193.0K), SPY (+192 shares, valued at $127.9K), MUB (+1.1K shares, valued at $118.3K); decreased their positions in DFAU (-69.8K shares, valued at $3.2M), AVDE (-31.2K shares, valued at $2.5M), FRDM (-32.4K shares, valued at $1.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST663.2K shares-9.52%2025-09-302025-10-23history
AVDE AMERICAN CENTY ETF TR304.2K shares-9.29%2025-09-302025-10-23history
FRDM EA SERIES TRUST327.7K shares-8.99%2025-09-302025-10-23history
DFNM DIMENSIONAL ETF TRUST284.2K shares1.44%2025-09-302025-10-23history
DFGX DIMENSIONAL ETF TRUST188.0K shares-2.53%2025-09-302025-10-23history
DFIP DIMENSIONAL ETF TRUST238.5K shares-4.70%2025-09-302025-10-23history
DFCF DIMENSIONAL ETF TRUST232.8K shares-3.56%2025-09-302025-10-23history
DISV DIMENSIONAL ETF TRUST242.2K shares-10.32%2025-09-302025-10-23history
Sponsored
DFSD DIMENSIONAL ETF TRUST177.1K shares-4.66%2025-09-302025-10-23history
DFUS DIMENSIONAL ETF TRUST110.1K shares-8.40%2025-09-302025-10-23history
DFAS DIMENSIONAL ETF TRUST107.2K shares-5.17%2025-09-302025-10-23history
AVUV AMERICAN CENTY ETF TR70.2K shares-5.36%2025-09-302025-10-23history
AVLV AMERICAN CENTY ETF TR93.3K shares-8.08%2025-09-302025-10-23history
SPY SPDR S&P 500 ETF TR4.2K shares4.78%2025-09-302025-10-23history
DFGR DIMENSIONAL ETF TRUST90.8K shares-6.35%2025-09-302025-10-23history
AVGE AMERICAN CENTY ETF TR26.8K shares5.03%2025-09-302025-10-23history
Sponsored
IWV ISHARES TR5.8K shares-0.50%2025-09-302025-10-23history
MUB ISHARES TR12.3K shares9.96%2025-09-302025-10-23history
LMT LOCKHEED MARTIN CORP2.2K shares0.69%2025-09-302025-10-23history
EFA ISHARES TR9.2K shares0.00%2025-09-302025-10-23history
DFAC DIMENSIONAL ETF TRUST22.1K shares0.00%2025-09-302025-10-23history
IWN ISHARES TR3.3K shares0.00%2025-09-302025-10-23history
VTI VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-23history
AVUS AMERICAN CENTY ETF TR5.1K shares0.00%2025-09-302025-10-23history
Sponsored
IYW ISHARES TR2.7K shares0.00%2025-09-302025-10-23history
DCOR DIMENSIONAL ETF TRUST6.8K shares0.00%2025-09-302025-10-23history
QQQ INVESCO QQQ TR789 shares-0.25%2025-09-302025-10-23history
AAPL APPLE INC1.6K shares-4.70%2025-09-302025-10-23history
MSFT MICROSOFT CORP791 shares-5.95%2025-09-302025-10-23history
VEA VANGUARD TAX-MANAGED FDS6.7K shares-8.36%2025-09-302025-10-23history
DFSV DIMENSIONAL ETF TRUST12.6K shares0.00%2025-09-302025-10-23history
IWP ISHARES TR2.2K shares0.00%2025-09-302025-10-23history
Sponsored
IVV ISHARES TR458 shares0.00%2025-09-302025-10-23history
AMZN AMAZON COM INC1.4K shares-7.95%2025-09-302025-10-23history
VCR VANGUARD WORLD FD747 shares-13.14%2025-09-302025-10-23history
LSAT TWO RDS SHARED TR5.2K shares0.00%2025-09-302025-10-23history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available