Yardley Wealth Management LLC
Q2 2025 13F Holdings
- Locationyardley, PA
- Num holdings
41
- Value ($000)
$183
- Date Filed07/22/2025
- Form type13F-HR
- CIK0002044323
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $31.05K | 17 % | 732,989 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.82K | 14 % | 335,387 | ||
FRDM EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | $14.54K | 8 % | 360,025 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $13.29K | 7 % | 280,206 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $10.46K | 6 % | 250,286 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $10.29K | 6 % | 192,920 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.20K | 6 % | 241,427 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.92K | 5 % | 185,796 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.89K | 5 % | 270,065 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.06K | 4 % | 120,217 |
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