Institutional Fund
Yardley Wealth Management LLC
Yardley, PACIK 20443235 filings on record
Portfolio Value
$195.15M
Q1 2026
Holdings
36
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+3.7%
from $188.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust16.5%
- American Centy ETF Tr13.3%
- Dimensional ETF Trust7.9%
- Ea Series Trust7.7%
- Dimensional ETF Trust6.3%
- Dimensional ETF Trust6.2%
- Other42.3%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 712.4K | $32.15M | 16.5% | +48.3K | Added |
| 2 | American Centy ETF Tr | 304.9K | $25.87M | 13.3% | +4.7K | Added |
| 3 | Dimensional ETF Trust | 320.6K | $15.37M | 7.9% | +18.1K | Added |
| 4 | Ea Series Trust | 275.5K | $15.06M | 7.7% | −29.0K | Reduced |
| 5 | Dimensional ETF Trust | 232.9K | $12.21M | 6.3% | +23.2K | Added |
| 6 | Dimensional ETF Trust | 288.1K | $12.02M | 6.2% | +18.1K | Added |
| 7 | Dimensional ETF Trust | 267.2K | $11.28M | 5.8% | +16.1K | Added |
| 8 | Dimensional ETF Trust | 208.4K | $9.98M | 5.1% | +13.7K | Added |
| 9 | Dimensional ETF Trust | 227.8K | $8.99M | 4.6% | −6.2K | Reduced |
| 10 | Dimensional ETF Trust | 115.4K | $8.18M | 4.2% | +6.2K | Added |
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