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Yardley Wealth Management LLC

Q1 2026 13F Holdings

  • Location
    yardley, PA
  • Num holdings

    36

  • Value ($000)

    $195,147

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0002044323
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$32.15M
17 %

712,444

A
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
025072703
$25.87M
13 %

304,944

D
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
25434V849
$15.37M
8 %

320,613

F
FRDM

EA SERIES TRUST

FREEDOM 100 EM
02072L607
$15.06M
8 %

275,517

D
DFGX

DIMENSIONAL ETF TRUST

DIMENSIONAL INTE
25434V575
$12.21M
6 %

232,862

D
DFIP

DIMENSIONAL ETF TRUST

INFLATION PROTE
25434V856
$12.02M
6 %

288,125

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$11.28M
6 %

267,190

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$9.98M
5 %

208,435

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$8.99M
5 %

227,832

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$8.18M
4 %

115,418

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