YW

Yardley Wealth Management LLC

13F
Yardley Wealth Management LLC
Last update 2025-07-22 41 Stocks (2 new)
Value $183.00 Mil Turnover 2 %
Countries:
Top Holdings: DFAU(16.98%)AVDE(13.57%)FRDM(7.96%)DFNM(7.27%)DFIP(5.72%)
Summary Stock Picks Current Portfolio
Yardley Wealth Management LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
732,989
31,050.0
+1.95%
16.980
+0.32%
0.360
+18.96%
+8.15%
8,822.9
 
AVDE
Avantis International Equity ETF
335,387
24,820.0
-2.42%
13.570
-0.32%
0.330
+15.47%
+26.32%
7,696.2
 
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
360,025
14,550.0
-1.64%
7.960
-0.12%
1.190
+17.23%
+27.81%
1,245.3
 
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
280,206
13,290.0
-5.75%
7.270
-0.48%
0.840
+1.16%
+0.31%
1,580.5
 
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
250,286
10,460.0
+3.68%
5.720
+0.20%
1.120
+2.04%
+5.48%
933.6
 
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
192,920
10,290.0
+3.33%
5.630
+0.18%
1.060
+1.10%
+1.75%
965.6
 
DFCF
Dimensional Core Fixed Income ETF
241,427
10,200.0
+4.38%
5.580
+0.23%
0.140
+2.57%
+3.99%
7,127.7
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
185,796
8,920.0
+0.35%
4.880
+0.02%
0.180
+2.14%
+3.95%
4,895.4
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
270,065
8,890.0
-3.02%
4.860
-0.14%
0.270
+17.66%
+31.22%
3,373.1
 
DFUS
Dimensional U.S. Equity Market ETF
120,217
8,060.0
+2.17%
4.410
+0.09%
0.050
+19.14%
+8.51%
15,968.9
 

Yardley Wealth Management LLC's Historical Top Holdings Breakdowns

Yardley Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFNM
Dimensional National Municipal Bond ETF
Dimensional National Municipal Bond ETF
2025-06-30
Reduce
Reduce
-0.48%
●
46.77 ($47.26) 47.89
$47.18
-0.17%
Reduce -5.75%
280,206
-17,080
AVDE
Avantis International Equity ETF
2025-06-30
Reduce
Reduce
-0.32%
●
59.32 ($69.87) 74.36
$76.20
9.06%
Reduce -2.42%
335,387
-8,310
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Add
Add
+0.32%
●
34.04 ($39.19) 42.36
$43.57
11.18%
Add 1.95%
732,989
14,013
DFCF
Dimensional Core Fixed Income ETF
2025-06-30
Add
Add
+0.23%
●
41.1 ($41.71) 42.37
$41.94
0.55%
Add 4.38%
241,427
10,140
DFSV
Dimensional US Small Cap Value ETF
2025-06-30
New Buy
New Buy
+0.20%
●
24.21 ($27.7) 29.47
$31.17
12.53%
New holding
12,569
12,569
DFAS
Dimensional U.S. Small Cap ETF
2025-06-30
Add
Add
+0.20%
●
52.31 ($59.95) 63.72
$66.55
11.01%
Add 5.31%
113,079
5,699
DFIP
Dimensional Inflation-Protected Securities ETF
Dimensional Inflation-Protected Securities ETF
2025-06-30
Add
Add
+0.20%
●
41.11 ($41.57) 42.42
$41.68
0.26%
Add 3.68%
250,286
8,885
DFGX
Dimensional Global ex US Core Fixed Income ETF
Dimensional Global ex US Core Fixed Income ETF
2025-06-30
Add
Add
+0.18%
●
51.84 ($52.76) 53.36
$53.20
0.83%
Add 3.33%
192,920
6,222
VTEB
Vanguard Tax-Exempt Bond ETF
2025-06-30
Sold Out
Sold Out
-0.16%
●
48.13 ($48.86) 49.85
$48.54
-0.65%
Sold Out
0
-5,691
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-06-30
Reduce
Reduce
-0.14%
●
25.92 ($30.75) 32.91
$34.21
11.25%
Reduce -3.02%
270,065
-8,396

Yardley Wealth Management LLC Total Holding History ($B)

To

Yardley Wealth Management LLC's Asset Allocation

To

Yardley Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Yardley Wealth Management LLC's Hypothetical Growth since 2025-06-30

Yardley Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Yardley Wealth Management LLC's Holdings Heat Map

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Yardley Wealth Management LLC's Holdings Bubble Chart

Yardley Wealth Management LLC News

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