DFIP

—

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$40.54

-0.01 (-0.02%)

USD · as of 2026-07-30 · marketstack

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Institutional ownership· 13F filers holding DFIP · 2026-Q1 methodology → sources →

162 holders

FUNDDIMENSIONAL ETF TRUSTA fund, not an operating company. There are no company fundamentals for a fund line — no revenue, no earnings, no balance sheet, no fair value — so the security page stays price-only by design, and this register is the 13F read: which institutions hold the fund itself.evidence · the issuer name as filed on 13Fs ⓘ

% of shares outstanding held

—

Shares held (13F)

18,166,759

Reporting holders

162

% of shares outstanding is not shown for DFIP: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.

Active share of register99.9%158 active filers

Index / screened out0.1%3 filers

Reporting holders1612026-Q1

Top-10 concentration54.9%

HHI0.0642

Effective holders15.6

Crowding percentile—

Crowding percentile withheld — no market cap for DFIP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 162 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Matson Money. Inc.	3,885,9413.9M	$162M	—	ADD 4%
2	Beacon Pointe Advisors, LLC	1,134,6701.1M	$47M	—	—
3	Planning Center, Inc.	1,058,7901.1M	$44M	—	ADD 4%
4	Hill Investment Group Partners, LLC	791,225791,225	$33M	—	—
5	PINNEY & SCOFIELD, INC.	564,887564,887	$24M	—	ADD 9%
6	Rather & Kittrell, Inc.	533,670533,670	$22M	—	ADD 6%
7	Leading Edge Financial Planning LLC	515,024515,024	$21M	—	ADD 8%
8	Geometric Wealth Advisors	511,563511,563	$21M	—	TRIM -3%
9	Fortitude Family Office, LLC	504,266504,266	$21M	—	ADD 18%
10	Stratos Investment Management, LLC	466,060466,060	$19M	—	ADD 5%
11	Physician Wealth Solutions Inc.	427,914427,914	$18M	—	ADD 9%
12	SCRATCH CAPITAL LLC	349,021349,021	$15M	—	ADD 10%
13	Level Financial Advisors	342,611342,611	$14M	—	ADD 7%
14	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	305,143305,143	$13M	—	—
15	Yardley Wealth Management LLC	288,125288,125	$12M	—	ADD 7%
16	KFG WEALTH MANAGEMENT, LLC	255,045255,045	$11M	—	ADD 10%
17	Five Oceans Advisors	254,425254,425	$11M	—	—
18	Core Wealth Management, Inc.	253,735253,735	$11M	—	ADD 5%
19	Savant Capital, LLC	240,173240,173	$10M	—	—
20	New Dimensions Wealth Management, LLC	235,276235,276	$10M	—	ADD 4%
21	MONOGRAPH WEALTH ADVISORS, LLC	233,375233,375	$10M	—	ADD 4%
22	Apella Capital, LLC	227,411227,411	$10M	—	ADD 21%
23	Financial Plan, Inc.	193,415193,415	$8M	—	ADD 32%
24	Heirloom Wealth Management	192,214192,214	$8M	—	TRIM -82%
25	Austin Wealth Management, LLC	179,713179,713	$8M	—	TRIM -34%
26	Sterling Financial Planning, Inc.	170,748170,748	$7M	—	ADD 10%
27	Forum Financial Management, LP	163,359163,359	$7M	—	—
28	Vestment Financial LLC	158,546158,546	$7M	—	ADD 3%
29	CPA Asset Management Group, LLC	147,462147,462	$6M	—	TRIM -11%
30	Krilogy Financial LLC	144,234144,234	$6M	—	ADD 4%
31	ENVESTNET ASSET MANAGEMENT INC	136,938136,938	$6M	—	—
32	Foundry Financial LLC	119,478119,478	$5M	—	ADD 98%
33	GOLDMAN SACHS GROUP INC	117,827117,827	$5M	—	ADD 5%
34	BCU Wealth Advisors, LLC	116,000116,000	$5M	—	ADD 3%
35	Henrickson Nauta Wealth Advisors, Inc.	110,231110,231	$5M	—	TRIM -40%
36	Ares Financial Consulting, LLC	104,508104,508	$4M	—	ADD 5%
37	McCartney Wealth Management LLC	100,011100,011	$4M	—	—
38	Porter White Investment Advisors, Inc.	94,24794,247	$4M	—	ADD 5%
39	Grove Street Fiduciary, LLC	93,18893,188	$4M	—	—
40	Larson Financial Group LLC	86,23086,230	$4M	—	TRIM -28%
41	Farther Finance Advisors, LLC	85,52585,525	$4M	—	ADD 35%
42	AWM CAPITAL, LLC	83,84183,841	$3M	—	—
43	ENTREWEALTH, LLC	81,26781,267	$3M	—	ADD 8%
44	PARK AVENUE SECURITIES LLC	78,73378,733	$3M	—	TRIM -6%
45	Altiora Financial Group, LLC	78,59678,596	$3M	—	—
46	ASSETMARK, INC	70,66370,663	$3M	—	TRIM -2%
47	Broadhurst Jeffrey B	65,96765,967	$3M	—	ADD 3%
48	Balanced Rock Investment Advisors LLC	61,55361,553	$3M	—	ADD 3%
49	City State Bank	60,56760,567	$3M	—	ADD 58%
50	CFS Investment Advisory Services, LLC	56,57656,576	$2M	—	ADD 5%
51	Amicus Financial Advisors, LLC	55,83855,838	$2M	—	ADD 16%
52	MB Generational Wealth, LLC	55,07555,075	$2M	—	ADD 15%
53	Onyx Financial Advisors, LLC	54,05754,057	$2M	—	ADD 27%
54	NWAM LLC	52,47152,471	$2M	—	ADD 5%
55	Merit Financial Group, LLC	48,69048,690	$2M	—	NEW
56	ROYAL BANK OF CANADA	47,98647,986	$2M	—	ADD 23%
57	COMMONWEALTH EQUITY SERVICES, LLC	47,73947,739	$2M	—	ADD 13%
58	TCP Asset Management, LLC	46,79946,799	$2M	—	ADD 12%
59	EXENCIAL WEALTH ADVISORS, LLC	45,72645,726	$2M	—	ADD 2%
60	Shearwater Capital LLC	42,53942,539	$2M	—	—
61	TRUIST FINANCIAL CORP	40,16040,160	$2M	—	—
62	Equitable Holdings, Inc.	38,47438,474	$2M	—	TRIM -6%
63	Creative Planning	36,98536,985	$2M	—	NEW
64	Centennial Bank/AR/	33,38033,380	$1M	—	ADD 33%
65	CreativeOne Wealth, LLC	33,28633,286	$1M	—	ADD 5%
66	Focus Partners Advisor Solutions, LLC	33,16533,165	$1M	—	ADD 228%
67	VESTIA PERSONAL WEALTH ADVISORS	31,84031,840	$1M	—	TRIM -4%
68	FMB WEALTH MANAGEMENT	31,58931,589	$1M	—	—
69	XY Planning Network, Inc.	30,21930,219	$1M	—	ADD 23%
70	Samalin Investment Counsel, LLC	29,61229,612	$1M	—	—
71	Focus Partners Wealth	28,08328,083	$1M	—	TRIM -14%
72	Cambridge Investment Research Advisors, Inc.	27,45227,452	$1M	—	ADD 8%
73	Tortoise Investment Management, LLC	26,94226,942	$1M	—	—
74	LPL Financial LLC	26,70526,705	$1M	—	ADD 11%
75	Klingman & Associates, LLC	26,68526,685	$1M	—	—
76	Allworth Financial LP	26,06526,065	$1M	—	—
77	Plan Group Financial, LLC	24,47124,471	$1M	—	TRIM -39%
78	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24,31924,319	$1M	—	TRIM -20%
79	CWM, LLC	23,90423,904	$997,268	—	ADD 35%
80	Foster Group, Inc.	18,09418,094	$754,882	—	—
81	Coston, McIsaac & Partners	16,56716,567	$691,000	—	TRIM -4%
82	NORTHWEST WEALTH MANAGEMENT, LLC	16,50516,505	$688,589	—	—
83	Greenspring Advisors, LLC	16,45216,452	$686,377	—	ADD 3%
84	Visionary Horizons, LLC	16,04916,049	$669,564	—	ADD 12%
85	Kane Co Wealth Management, Inc.	14,74514,745	$615,161	—	ADD 39%
86	CURIO WEALTH, LLC	14,63314,633	$610,489	—	TRIM -2%
87	Essential Planning, LLC.	14,57314,573	$608,008	—	ADD 78%
88	FIRETHORN WEALTH PARTNERS, LLC	13,85413,854	$577,989	—	TRIM -2%
89	CITIGROUP INC	13,19313,193	$550,412	—	ADD 40%
90	Saxony Capital Management, LLC	13,07413,074	$545,445	—	TRIM -17%
91	Modera Wealth Management, LLC	12,83312,833	$535,393	—	—
92	Donalies Financial Planning, LLC	12,60812,608	$525,997	—	—
93	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	12,16712,167	$507,611	—	—
94	Vestmark Advisory Solutions, Inc.	12,11712,117	$505,521	—	ADD 2%
95	Aspire Private Capital, LLC	11,55911,559	$482,250	—	TRIM -12%
96	Foundations Investment Advisors, LLC	11,14211,142	$464,846	—	TRIM -17%
97	HFG Wealth Management, LLC	10,74610,746	$448,327	—	—
98	Root Financial Partners, LLC	10,71110,711	$446,869	—	TRIM -9%
99	OneDigital Investment Advisors LLC	10,63510,635	$443,712	—	TRIM -2%
100	MERCER GLOBAL ADVISORS INC /ADV	10,38810,388	$433,407	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 94 bought / 63 sold · net −470,682 shares · 4.4d of ADV

Bought94 filers

Shares: 1,115,491
Value: $47M
Opened: 21 · 169,591 sh
Days of ADV: 10.4d

Sold63 filers

Shares: 1,586,173
Value: $66M
Closed: 19 · 374,699 sh
Days of ADV: 14.8d

Net (all filers) −470,682 sh · $20M · −2.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Matson Money. Inc.

3.5M

3.6M

3.7M

3.9M

$162M

Beacon Pointe Advisors, LLC

—

17K

1.1M

$47M

Planning Center, Inc.

754K

850K

869K

898K

1.0M

1.1M

$44M

Hill Investment Group Partners, LLC

798K

790K

798K

800K

803K

791K

$33M

PINNEY & SCOFIELD, INC.

351K

401K

400K

443K

520K

565K

$24M

Rather & Kittrell, Inc.

380K

420K

417K

444K

506K

534K

$22M

Leading Edge Financial Planning LLC

346K

357K

383K

425K

476K

515K

$21M

Geometric Wealth Advisors

451K

498K

499K

521K

526K

512K

$21M

Fortitude Family Office, LLC

105K

146K

244K

285K

428K

504K

$21M

Stratos Investment Management, LLC

308K

327K

349K

424K

446K

466K

$19M

Physician Wealth Solutions Inc.

355K

351K

350K

371K

393K

428K

$18M

SCRATCH CAPITAL LLC

147K

188K

235K

252K

318K

349K

$15M

Level Financial Advisors

163K

187K

200K

285K

320K

343K

$14M

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

283K

284K

290K

298K

301K

305K

$13M

Yardley Wealth Management LLC

274K

241K

250K

239K

270K

288K

$12M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

162

18,166,759

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

▸Register gapwho owns your peers and not you

13F

Institutional ownership· 13F filers holding DFIP · 2026-Q1 methodology → sources →

162 holders

% of shares outstanding held

—

Shares held (13F)

18,166,759

Reporting holders

162

Active share of register99.9%158 active filers

Index / screened out0.1%3 filers

Reporting holders1612026-Q1

Top-10 concentration54.9%

HHI0.0642

Effective holders15.6

Crowding percentile—

Crowding percentile withheld — no market cap for DFIP in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.

Top holders

largest 100 of 162 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Matson Money. Inc.	3,885,9413.9M	$162M	—	ADD 4%
2	Beacon Pointe Advisors, LLC	1,134,6701.1M	$47M	—	—
3	Planning Center, Inc.	1,058,7901.1M	$44M	—	ADD 4%
4	Hill Investment Group Partners, LLC	791,225791,225	$33M	—	—
5	PINNEY & SCOFIELD, INC.	564,887564,887	$24M	—	ADD 9%
6	Rather & Kittrell, Inc.	533,670533,670	$22M	—	ADD 6%
7	Leading Edge Financial Planning LLC	515,024515,024	$21M	—	ADD 8%
8	Geometric Wealth Advisors	511,563511,563	$21M	—	TRIM -3%
9	Fortitude Family Office, LLC	504,266504,266	$21M	—	ADD 18%
10	Stratos Investment Management, LLC	466,060466,060	$19M	—	ADD 5%
11	Physician Wealth Solutions Inc.	427,914427,914	$18M	—	ADD 9%
12	SCRATCH CAPITAL LLC	349,021349,021	$15M	—	ADD 10%
13	Level Financial Advisors	342,611342,611	$14M	—	ADD 7%
14	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	305,143305,143	$13M	—	—
15	Yardley Wealth Management LLC	288,125288,125	$12M	—	ADD 7%
16	KFG WEALTH MANAGEMENT, LLC	255,045255,045	$11M	—	ADD 10%
17	Five Oceans Advisors	254,425254,425	$11M	—	—
18	Core Wealth Management, Inc.	253,735253,735	$11M	—	ADD 5%
19	Savant Capital, LLC	240,173240,173	$10M	—	—
20	New Dimensions Wealth Management, LLC	235,276235,276	$10M	—	ADD 4%
21	MONOGRAPH WEALTH ADVISORS, LLC	233,375233,375	$10M	—	ADD 4%
22	Apella Capital, LLC	227,411227,411	$10M	—	ADD 21%
23	Financial Plan, Inc.	193,415193,415	$8M	—	ADD 32%
24	Heirloom Wealth Management	192,214192,214	$8M	—	TRIM -82%
25	Austin Wealth Management, LLC	179,713179,713	$8M	—	TRIM -34%
26	Sterling Financial Planning, Inc.	170,748170,748	$7M	—	ADD 10%
27	Forum Financial Management, LP	163,359163,359	$7M	—	—
28	Vestment Financial LLC	158,546158,546	$7M	—	ADD 3%
29	CPA Asset Management Group, LLC	147,462147,462	$6M	—	TRIM -11%
30	Krilogy Financial LLC	144,234144,234	$6M	—	ADD 4%
31	ENVESTNET ASSET MANAGEMENT INC	136,938136,938	$6M	—	—
32	Foundry Financial LLC	119,478119,478	$5M	—	ADD 98%
33	GOLDMAN SACHS GROUP INC	117,827117,827	$5M	—	ADD 5%
34	BCU Wealth Advisors, LLC	116,000116,000	$5M	—	ADD 3%
35	Henrickson Nauta Wealth Advisors, Inc.	110,231110,231	$5M	—	TRIM -40%
36	Ares Financial Consulting, LLC	104,508104,508	$4M	—	ADD 5%
37	McCartney Wealth Management LLC	100,011100,011	$4M	—	—
38	Porter White Investment Advisors, Inc.	94,24794,247	$4M	—	ADD 5%
39	Grove Street Fiduciary, LLC	93,18893,188	$4M	—	—
40	Larson Financial Group LLC	86,23086,230	$4M	—	TRIM -28%
41	Farther Finance Advisors, LLC	85,52585,525	$4M	—	ADD 35%
42	AWM CAPITAL, LLC	83,84183,841	$3M	—	—
43	ENTREWEALTH, LLC	81,26781,267	$3M	—	ADD 8%
44	PARK AVENUE SECURITIES LLC	78,73378,733	$3M	—	TRIM -6%
45	Altiora Financial Group, LLC	78,59678,596	$3M	—	—
46	ASSETMARK, INC	70,66370,663	$3M	—	TRIM -2%
47	Broadhurst Jeffrey B	65,96765,967	$3M	—	ADD 3%
48	Balanced Rock Investment Advisors LLC	61,55361,553	$3M	—	ADD 3%
49	City State Bank	60,56760,567	$3M	—	ADD 58%
50	CFS Investment Advisory Services, LLC	56,57656,576	$2M	—	ADD 5%
51	Amicus Financial Advisors, LLC	55,83855,838	$2M	—	ADD 16%
52	MB Generational Wealth, LLC	55,07555,075	$2M	—	ADD 15%
53	Onyx Financial Advisors, LLC	54,05754,057	$2M	—	ADD 27%
54	NWAM LLC	52,47152,471	$2M	—	ADD 5%
55	Merit Financial Group, LLC	48,69048,690	$2M	—	NEW
56	ROYAL BANK OF CANADA	47,98647,986	$2M	—	ADD 23%
57	COMMONWEALTH EQUITY SERVICES, LLC	47,73947,739	$2M	—	ADD 13%
58	TCP Asset Management, LLC	46,79946,799	$2M	—	ADD 12%
59	EXENCIAL WEALTH ADVISORS, LLC	45,72645,726	$2M	—	ADD 2%
60	Shearwater Capital LLC	42,53942,539	$2M	—	—
61	TRUIST FINANCIAL CORP	40,16040,160	$2M	—	—
62	Equitable Holdings, Inc.	38,47438,474	$2M	—	TRIM -6%
63	Creative Planning	36,98536,985	$2M	—	NEW
64	Centennial Bank/AR/	33,38033,380	$1M	—	ADD 33%
65	CreativeOne Wealth, LLC	33,28633,286	$1M	—	ADD 5%
66	Focus Partners Advisor Solutions, LLC	33,16533,165	$1M	—	ADD 228%
67	VESTIA PERSONAL WEALTH ADVISORS	31,84031,840	$1M	—	TRIM -4%
68	FMB WEALTH MANAGEMENT	31,58931,589	$1M	—	—
69	XY Planning Network, Inc.	30,21930,219	$1M	—	ADD 23%
70	Samalin Investment Counsel, LLC	29,61229,612	$1M	—	—
71	Focus Partners Wealth	28,08328,083	$1M	—	TRIM -14%
72	Cambridge Investment Research Advisors, Inc.	27,45227,452	$1M	—	ADD 8%
73	Tortoise Investment Management, LLC	26,94226,942	$1M	—	—
74	LPL Financial LLC	26,70526,705	$1M	—	ADD 11%
75	Klingman & Associates, LLC	26,68526,685	$1M	—	—
76	Allworth Financial LP	26,06526,065	$1M	—	—
77	Plan Group Financial, LLC	24,47124,471	$1M	—	TRIM -39%
78	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24,31924,319	$1M	—	TRIM -20%
79	CWM, LLC	23,90423,904	$997,268	—	ADD 35%
80	Foster Group, Inc.	18,09418,094	$754,882	—	—
81	Coston, McIsaac & Partners	16,56716,567	$691,000	—	TRIM -4%
82	NORTHWEST WEALTH MANAGEMENT, LLC	16,50516,505	$688,589	—	—
83	Greenspring Advisors, LLC	16,45216,452	$686,377	—	ADD 3%
84	Visionary Horizons, LLC	16,04916,049	$669,564	—	ADD 12%
85	Kane Co Wealth Management, Inc.	14,74514,745	$615,161	—	ADD 39%
86	CURIO WEALTH, LLC	14,63314,633	$610,489	—	TRIM -2%
87	Essential Planning, LLC.	14,57314,573	$608,008	—	ADD 78%
88	FIRETHORN WEALTH PARTNERS, LLC	13,85413,854	$577,989	—	TRIM -2%
89	CITIGROUP INC	13,19313,193	$550,412	—	ADD 40%
90	Saxony Capital Management, LLC	13,07413,074	$545,445	—	TRIM -17%
91	Modera Wealth Management, LLC	12,83312,833	$535,393	—	—
92	Donalies Financial Planning, LLC	12,60812,608	$525,997	—	—
93	TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC	12,16712,167	$507,611	—	—
94	Vestmark Advisory Solutions, Inc.	12,11712,117	$505,521	—	ADD 2%
95	Aspire Private Capital, LLC	11,55911,559	$482,250	—	TRIM -12%
96	Foundations Investment Advisors, LLC	11,14211,142	$464,846	—	TRIM -17%
97	HFG Wealth Management, LLC	10,74610,746	$448,327	—	—
98	Root Financial Partners, LLC	10,71110,711	$446,869	—	TRIM -9%
99	OneDigital Investment Advisors LLC	10,63510,635	$443,712	—	TRIM -2%
100	MERCER GLOBAL ADVISORS INC /ADV	10,38810,388	$433,407	—	NEW

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Buyers & sellers2026-Q1 vs 2025-Q4 · 94 bought / 63 sold · net −470,682 shares · 4.4d of ADV

Bought94 filers

Shares: 1,115,491
Value: $47M
Opened: 21 · 169,591 sh
Days of ADV: 10.4d

Sold63 filers

Shares: 1,586,173
Value: $66M
Closed: 19 · 374,699 sh
Days of ADV: 14.8d

Net (all filers) −470,682 sh · $20M · −2.5% of the prior register

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Matson Money. Inc.

3.5M

3.6M

3.7M

3.9M

$162M

Beacon Pointe Advisors, LLC

—

17K

1.1M

$47M

Planning Center, Inc.

754K

850K

869K

898K

1.0M

1.1M

$44M

Hill Investment Group Partners, LLC

798K

790K

798K

800K

803K

791K

$33M

PINNEY & SCOFIELD, INC.

351K

401K

400K

443K

520K

565K

$24M

Rather & Kittrell, Inc.

380K

420K

417K

444K

506K

534K

$22M

Leading Edge Financial Planning LLC

346K

357K

383K

425K

476K

515K

$21M

Geometric Wealth Advisors

451K

498K

499K

521K

526K

512K

$21M

Fortitude Family Office, LLC

105K

146K

244K

285K

428K

504K

$21M

Stratos Investment Management, LLC

308K

327K

349K

424K

446K

466K

$19M

Physician Wealth Solutions Inc.

355K

351K

350K

371K

393K

428K

$18M

SCRATCH CAPITAL LLC

147K

188K

235K

252K

318K

349K

$15M

Level Financial Advisors

163K

187K

200K

285K

320K

343K

$14M

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC

283K

284K

290K

298K

301K

305K

$13M

Yardley Wealth Management LLC

274K

241K

250K

239K

270K

288K

$12M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

162

18,166,759

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13F

DFIP☆

Institutional ownership· 13F filers holding DFIP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

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Institutional ownership· 13F filers holding DFIP · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

▸Register gapwho owns your peers and not you

DFIP