Yardley Wealth Management LLC — 13F holdings

Yardley Wealth Management LLC reported 40 holdings worth $229M in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. DFAU DIMENSIONAL ETF TRUST — $39.4M (17.2%)
2. AVDE AMERICAN CENTY ETF TR — $29.6M (12.9%)
3. FRDM EA SERIES TRUST — $18.0M (7.8%)
4. DFNM DIMENSIONAL ETF TRUST — $17.0M (7.4%)
5. DFGX DIMENSIONAL ETF TRUST — $13.8M (6.0%)
6. DFIP DIMENSIONAL ETF TRUST — $13.5M (5.9%)
7. DFCF DIMENSIONAL ETF TRUST — $12.7M (5.6%)
8. DFSD DIMENSIONAL ETF TRUST — $10.9M (4.8%)
9. DISV DIMENSIONAL ETF TRUST — $10.7M (4.7%)
10. AVLV AMERICAN CENTY ETF TR — $9.02M (3.9%)