Read this manager's filing book
Disclosed positions
Yardley Wealth Management LLC: source evidence dated 2026-07-17T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFAU
- Class
- US CORE EQT MKT
- Reported value
- $37,813,958
- Reported amount
- 731,553
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002044323-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $37,813,958 | 731,553 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $28,469,768 | 319,168 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $17,689,711 | 242,657 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $15,862,824 | 328,185 | SH | None |
| DIMENSIONAL ETF TRUST | DFGX | INTL COR FIX ETF | $13,559,117 | 252,993 | SH | None |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $12,997,789 | 315,060 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $12,152,596 | 287,908 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $10,981,579 | 229,981 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $9,660,600 | 117,898 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $9,500,597 | 236,745 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $9,114,588 | 73,057 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $9,055,877 | 109,981 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $8,844,060 | 96,964 | SH | None |
| AMERICAN CENTY ETF TR | AVGE | AVANTIS ALL EQT | $3,352,553 | 33,830 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $3,296,512 | 113,791 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,846,315 | 3,812 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $2,486,292 | 56,048 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $2,448,118 | 5,741 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,303,688 | 12,114 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,129,676 | 2,217 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $925,052 | 8,905 | SH | None |
| ISHARES TR | IWN | RUS 2000 VAL ETF | $724,430 | 3,275 | SH | None |
| AMERICAN CENTY ETF TR | AVUS | US EQT ETF | $656,154 | 5,123 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $649,051 | 1,754 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP ETF | $487,570 | 12,569 | SH | None |
| DIMENSIONAL ETF TRUST | DCOR | US COR EQU 1 ETF | $475,976 | 5,806 | SH | None |
| ISHARES TR | IYW | U.S. TECH ETF | $472,175 | 1,872 | SH | None |
| APPLE INC | AAPL | COM | $469,241 | 1,622 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $349,197 | 4,901 | SH | None |
| AMAZON COM INC | AMZN | COM | $331,293 | 1,390 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $324,315 | 440 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $322,801 | 470 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $320,525 | 428 | SH | None |
| ISHARES TR | IWP | RUS MD CP GR ETF | $318,589 | 2,176 | SH | None |
| VANGUARD WORLD FD | VCR | CONSUM DIS ETF | $270,092 | 681 | SH | None |
| MICROSOFT CORP | MSFT | COM | $248,778 | 667 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $208,708 | 2,163 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.
