Yardley Wealth Management LLC
Q3 2025 13F Holdings
- Locationyardley, PA
- Num holdings
36
- Value ($000)
$178,999
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $30.35 M | 17 % | 663,198 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.00 M | 13 % | 304,232 | ||
FRDM EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | $14.52 M | 8 % | 327,658 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $13.64 M | 8 % | 284,228 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $10.15 M | 6 % | 188,032 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $10.07 M | 6 % | 238,528 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $9.96 M | 6 % | 232,822 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.64 M | 5 % | 242,196 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.54 M | 5 % | 177,132 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.98 M | 5 % | 110,118 |
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