The Analysis of Yardley Wealth Management LLC's Holdings
Currently, Yardley Wealth Management LLC holds 36 types of securities in its portfolio with a total value $188.1M. In the most recent quarter, they have increased their positions in DFIP (+31.5K shares, valued at $1.3M), DFGX (+21.7K shares, valued at $1.1M), DFNM (+18.3K shares, valued at $879.5K); decreased their positions in FRDM (-23.1K shares, valued at $1.2M), AVDE (-4.0K shares, valued at $327.8K), DISV (-8.2K shares, valued at $311.4K); initiated new positions in N/A (+475 shares, valued at $297.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST664.2K shares0.15%2025-12-312026-02-05
AVDE AMERICAN CENTY ETF TR300.3K shares-1.31%2025-12-312026-02-05 FRDM EA SERIES TRUST304.5K shares-7.06%2025-12-312026-02-05 DFNM DIMENSIONAL ETF TRUST302.5K shares6.42%2025-12-312026-02-05 DFIP DIMENSIONAL ETF TRUST270.0K shares13.20%2025-12-312026-02-05 DFGX DIMENSIONAL ETF TRUST209.7K shares11.52%2025-12-312026-02-05 DFCF DIMENSIONAL ETF TRUST251.1K shares7.84%2025-12-312026-02-05 DFSD DIMENSIONAL ETF TRUST194.7K shares9.91%2025-12-312026-02-05 DISV DIMENSIONAL ETF TRUST234.0K shares-3.38%2025-12-312026-02-05 DFUS DIMENSIONAL ETF TRUST109.2K shares-0.86%2025-12-312026-02-05 DFAS DIMENSIONAL ETF TRUST110.6K shares3.14%2025-12-312026-02-05 AVUV AMERICAN CENTY ETF TR72.5K shares3.30%2025-12-312026-02-05 AVLV AMERICAN CENTY ETF TR95.0K shares1.80%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR4.2K shares0.00%2025-12-312026-02-05 AVGE AMERICAN CENTY ETF TR30.1K shares12.52%2025-12-312026-02-05 DFGR DIMENSIONAL ETF TRUST97.0K shares6.78%2025-12-312026-02-05 IWV ISHARES TR5.8K shares-0.78%2025-12-312026-02-05 MUB ISHARES TR12.3K shares-0.08%2025-12-312026-02-05 LMT LOCKHEED MARTIN CORP2.2K shares0.69%2025-12-312026-02-05 EFA ISHARES TR9.1K shares-1.51%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST21.9K shares-0.51%2025-12-312026-02-05 IWN ISHARES TR3.3K shares0.00%2025-12-312026-02-05 VTI VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-02-05 AVUS AMERICAN CENTY ETF TR5.1K shares0.00%2025-12-312026-02-05 IYW ISHARES TR2.6K shares-4.70%2025-12-312026-02-05 DCOR DIMENSIONAL ETF TRUST6.8K shares0.00%2025-12-312026-02-05 AAPL APPLE INC1.6K shares0.00%2025-12-312026-02-05 DFSV DIMENSIONAL ETF TRUST12.6K shares0.00%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS5.8K shares-13.93%2025-12-312026-02-05 MSFT MICROSOFT CORP666 shares-15.80%2025-12-312026-02-05 AMZN AMAZON COM INC1.4K shares0.00%2025-12-312026-02-05 IVV ISHARES TR455 shares-0.66%2025-12-312026-02-05 IWP ISHARES TR2.2K shares0.00%2025-12-312026-02-05 VCR VANGUARD WORLD FD681 shares-8.84%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available