StockDriftsStockDriftsTop 36 Yardley Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 16.47% | 712.4K | $32.1M | +7.27%(+48.26K) | $39.35(+29.50%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 13.26% | 304.9K | $25.9M | +1.56%(+4.69K) | $64.87(+40.85%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.87% | 320.6K | $15.4M | +5.99%(+18.13K) | $48.14(+0.06%) | 2026-03-31 | |
| FRDM | EA SERIES TRUST | 7.72% | 275.5K | $15.1M | -9.52%(-29.00K) | $35.32(+92.09%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 6.26% | 232.9K | $12.2M | +11.05%(+23.18K) | $53.21(-1.15%) | 2026-03-31 | |
| DFIP | DIMENSIONAL ETF TRUST | 6.16% | 288.1K | $12.0M | +6.70%(+18.10K) | $41.59(+1.39%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.78% | 267.2K | $11.3M | +6.42%(+16.12K) | $42.36(-0.29%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.11% | 208.4K | $10.0M | +7.06%(+13.74K) | $47.46(+0.91%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 4.6% | 227.8K | $9.0M | -2.64%(-6.17K) | $27.95(+51.33%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.19% | 115.4K | $8.2M | +5.72%(+6.24K) | $61.56(+31.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.18% | +30.16% |
| Top 20 Holdings Unweighted | +7.33% | +23.64% |
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