Yardley Wealth Management LLC ETF holdings
Yardley, PA
Reported $217.9M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$217.9M
ETFs held
33
Change from prior quarter
+13.0%
With price moves
ETFs as a share of its 13F
99.0%
of $220.1M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAU | Dimensional US Core Equity Market ETF | $37.8M | 731,553 | +19,109 shares |
| AVDE | Avantis International Equity ETF | $28.5M | 319,168 | +14,224 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $17.7M | 242,657 | −32,860 shares |
| DFNM | Dimensional National Municipal Bond ETF | $15.9M | 328,185 | +7,572 shares |
| DFGX | Dimensional International Core Fixed Income ETF | $13.6M | 252,993 | +20,131 shares |
| DFIP | Dimensional Inflation-Protected Securities ETF | $13.0M | 315,060 | +26,935 shares |
| DFCF | Dimensional Core Fixed Income ETF | $12.2M | 287,908 | +20,718 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $11.0M | 229,981 | +21,546 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $9.7M | 117,898 | +2,480 shares |
| DISV | Dimensional International Small Cap Value ETF | $9.5M | 236,745 | +8,913 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002044323. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Yardley Wealth Management LLC own?
Yardley Wealth Management LLC reported 33 ETF positions worth $217.9M in its Form 13F for June 30, 2026. The largest was DFAU, at $37.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.