StockDriftsStockDriftsTop 50 Tillman Hartley LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 16.42% | 1.65M | $73.1M | +0.90%(+14.63K) | $23.44(+96.22%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 8.68% | 702.0K | $38.6M | -1.32%(-9.37K) | $32.66(+75.60%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.04% | 742.3K | $31.3M | +10.46%(+70.32K) | $41.93(-0.60%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.33% | 342.4K | $28.2M | +1.86%(+6.26K) | $51.96(+60.94%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.21% | 331.9K | $23.2M | -2.54%(-8.64K) | $43.32(+66.63%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.35% | 405.5K | $19.4M | +10.57%(+38.77K) | $47.12(+0.64%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.99% | 228.1K | $17.8M | +4.06%(+8.89K) | $76.44(+1.40%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.07% | 366.9K | $13.7M | -4.44%(-17.06K) | $22.26(+76.20%) | 2026-06-30 | |
| DFIS | DIMENSIONAL ETF TRUST | 2.76% | 350.6K | $12.3M | +2.71%(+9.26K) | $21.66(+71.76%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.62% | 142.1K | $11.6M | +0.43%(+606) | $41.40(+104.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.48% | — | — | +50.39% |
| Top 20 Holdings Unweighted | +10.87% | +36.29% | — | — | +43.19% |
Tillman Hartley LLC reports $445.12M in US-listed equity holdings across 94 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (16.4%), DFUV (8.7%) and DFCF (7.0%). The top 20 holdings account for 78.27% of reported assets. Its disclosed equity book has returned +41.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tillman Hartley LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1966355). View Tillman Hartley LLC’s 13F filings on SEC