Tillman Hartley LLC
CIK 1966355
13F filing for Q2 2026・No. 4,209
- Holdings
- US$445.12M
- Quarter change
- +US$46.82M
- Entries
- 155
- Net bought (estimate)
- +US$13.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 5
- Cut 41
- Added 27
- Corporate actions 0
- Unchanged 15
Largest holdings
94 stocks worth US$445.12M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS CORE EQUITY 2 | Added | 1,647,465 | US$73.08M | 16.42% |
| DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | Cut | 702,050 | US$38.62M | 8.68% |
| DIMENSIONAL ETF TRUSTCORE FIXED INCOM | Added | 742,314 | US$31.33M | 7.04% |
| DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | Added | 342,420 | US$28.19M | 6.33% |
| DIMENSIONAL ETF TRUSTUS TARGETED VLU | Cut | 331,926 | US$23.2M | 5.21% |
| DIMENSIONAL ETF TRUSTSHORT DURATION F | Added | 405,530 | US$19.36M | 4.35% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 228,068 | US$17.77M | 3.99% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Cut | 366,947 | US$13.67M | 3.07% |
| DIMENSIONAL ETF TRUSTINTL SMALL CAP E | Added | 350,563 | US$12.28M | 2.76% |
| DIMENSIONAL ETF TRUSTUS EQUITY MARKET | Added | 142,075 | US$11.64M | 2.62% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.