2026 Q1 Portfolio Activity
In 2026 Q1, Tillman Hartley LLC maintained a portfolio of 94 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.63% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 20.5%. The fund also reduced its exposure to MICROSOFT CORP by 43.5%.
Position History
hover any row below to update
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Total Positions
94
Quarter
2026 Q1
Top Holding
DFAC (15.9%)
Top 10 Concentration
61.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 94
Tillman Hartley LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 15.93% | 16.31% |
#1
Prev: #1
|
6.5 |
—
|
-8,869 | -0.5% |
P
S
|
1,632,831 | $63,451,849 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFUV
DIMENSIONAL ETF...
|
ETF | 8.66% | 8.60% |
#2
Prev: #2
|
5.5 |
—
|
-24,054 | -3.3% |
P
S
|
711,422 | $34,475,505 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 7.12% | 7.06% |
#3
Prev: #3
|
4.3 |
—
|
11,174 | 1.7% |
P
S
|
671,991 | $28,371,493 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 6.00% | 5.75% |
#4
Prev: #4
|
3.4 |
—
|
7,425 | 2.3% |
P
S
|
336,164 | $23,911,292 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 5.34% | 5.16% |
#5
Prev: #5
|
3.1 |
—
|
-4,982 | -1.4% |
P
S
|
340,562 | $21,268,115 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.41% | 4.43% |
#6
Prev: #6
|
2.3 |
—
|
-1,417 | -0.4% |
P
S
|
366,761 | $17,560,551 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 4.31% | 4.15% |
#7
Prev: #7
|
2.2 |
—
|
9,182 | 4.4% |
P
S
|
219,178 | $17,185,865 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 3.43% | 3.27% |
#8
Prev: #8
|
1.9 |
—
|
6,177 | 1.6% |
P
S
|
384,007 | $13,643,770 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.90% | 2.87% |
#9
Prev: #9
|
1.7 |
—
|
-10,645 | -4.6% |
P
S
|
218,495 | $11,532,214 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 2.89% | 2.74% |
#10
Prev: #10
|
1.7 |
—
|
9,675 | 2.9% |
P
S
|
341,301 | $11,491,590 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 2.52% | 2.64% |
#11
Prev: #11
|
1.5 |
—
|
-368 | -0.3% |
P
S
|
141,469 | $10,031,568 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.09% | 2.16% |
#12
Prev: #12
|
1.3 |
—
|
-3,605 | -2.5% |
P
S
|
139,684 | $8,318,152 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 2.06% | 2.12% |
#13
1
Prev: #14
|
1.3 |
—
|
-17,949 | -7.0% |
P
S
|
237,331 | $8,199,787 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.96% | 2.15% |
#14
1
Prev: #13
|
1.3 |
—
|
-8,663 | -7.9% |
P
S
|
101,250 | $7,814,443 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.75% | 1.34% |
#15
4
Prev: #19
|
3.2 |
—
|
10,715 | 20.5% |
P
S
|
62,922 | $6,951,033 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.69% | 1.47% |
#16
Prev: #16
|
2.7 |
—
|
19,298 | 12.5% |
P
S
|
173,095 | $6,743,782 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AGG
ISHARES TR
|
ETF | 1.66% | 1.78% |
#17
2
Prev: #15
|
1.2 |
—
|
-4,103 | -5.8% |
P
S
|
66,765 | $6,627,835 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.29% | 1.34% |
#18
Prev: #18
|
1.0 |
—
|
-11,311 | -6.9% |
P
S
|
151,543 | $5,147,916 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 1.23% | 1.08% |
#19
3
Prev: #22
|
2.5 |
—
|
12,492 | 14.0% |
P
S
|
101,853 | $4,881,815 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 1.12% | 1.12% |
#20
1
Prev: #21
|
0.9 |
—
|
-3,441 | -2.9% |
P
S
|
113,479 | $4,475,594 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 1.06% | 1.07% |
#21
2
Prev: #23
|
0.9 |
—
|
-683 | -0.9% |
P
S
|
72,070 | $4,218,969 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 1.04% | 1.12% |
#22
2
Prev: #20
|
0.9 |
—
|
-2,386 | -6.0% |
P
S
|
37,413 | $4,159,577 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 1.02% | 1.07% |
#23
1
Prev: #24
|
1.4 |
—
|
no change | no change |
P
S
|
6,261 | $4,071,779 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BIL
SPDR SER TR
|
ETF | 1.01% | 1.42% |
#24
7
Prev: #17
|
0.4 |
—
|
-18,163 | -29.3% |
P
S
|
43,892 | $4,022,321 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.98% | 0.83% |
#25
2
Prev: #27
|
2.4 |
—
|
14,483 | 14.3% |
P
S
|
115,543 | $3,912,286 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.97% | 0.89% |
#26
1
Prev: #25
|
0.9 |
—
|
1,321 | 2.8% |
P
S
|
47,929 | $3,863,574 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.95% | 0.81% |
#27
1
Prev: #28
|
2.4 |
—
|
6,445 | 17.7% |
P
S
|
42,865 | $3,802,189 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.85% | 0.71% |
#28
2
Prev: #30
|
2.3 |
—
|
5,124 | 14.0% |
P
S
|
41,777 | $3,366,461 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.73% | 0.73% |
#29
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
26,806 | $2,889,923 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DFAR
DIMENSIONAL ETF...
|
ETF | 0.72% | 0.69% |
#30
1
Prev: #31
|
0.8 |
—
|
1,930 | 1.6% |
P
S
|
121,135 | $2,864,842 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.67% | 0.54% |
#31
5
Prev: #36
|
2.3 |
—
|
3,699 | 16.1% |
P
S
|
26,693 | $2,665,613 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 0.63% | — |
#32
Prev: #—
|
3.8 |
—
|
49,362 | — |
NEW
|
49,362 | $2,503,147 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
SHY
ISHARES TR
|
ETF | 0.61% | 0.63% |
#33
1
Prev: #32
|
0.7 |
—
|
-716 | -2.4% |
P
S
|
29,492 | $2,435,155 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVIV
AMERICAN CENTY ...
|
Bond/Debt | 0.59% | 0.56% |
#34
1
Prev: #35
|
0.7 |
—
|
150 | 0.5% |
P
S
|
31,492 | $2,356,562 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AAPL
APPLE INC
|
Technology | 0.54% | 0.58% |
#35
2
Prev: #33
|
0.7 |
—
|
1 | 0.0% |
P
S
|
8,539 | $2,167,112 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVSF
AMERICAN CENTY ...
|
Bond/Debt | 0.48% | 0.48% |
#36
1
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
40,850 | $1,911,780 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.46% | 0.47% |
#37
1
Prev: #38
|
0.7 |
—
|
-495 | -5.0% |
P
S
|
9,403 | $1,844,869 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.46% | 0.46% |
#38
1
Prev: #39
|
0.7 |
—
|
-144 | -2.0% |
P
S
|
6,969 | $1,825,320 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.44% | 0.23% |
#39
12
Prev: #51
|
3.2 |
—
|
9,321 | 82.3% |
P
S
|
20,641 | $1,751,182 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 0.43% | 0.41% |
#40
2
Prev: #42
|
0.7 |
—
|
1 | 0.0% |
P
S
|
27,532 | $1,715,272 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.38% | 0.88% |
#41
15
Prev: #26
|
0.2 |
—
|
-3,163 | -43.5% |
P
S
|
4,103 | $1,518,994 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.37% | 0.56% |
#42
8
Prev: #34
|
0.1 |
—
|
-1,972 | -27.5% |
P
S
|
5,191 | $1,492,724 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.36% | 0.42% |
#43
3
Prev: #40
|
0.6 |
—
|
-439 | -6.0% |
P
S
|
6,877 | $1,432,273 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.34% | 0.37% |
#44
1
Prev: #43
|
0.6 |
—
|
-1,247 | -6.3% |
P
S
|
18,541 | $1,365,415 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
IEMG
ISHARES INC
|
ETF | 0.33% | 0.32% |
#45
Prev: #45
|
0.6 |
—
|
3 | 0.0% |
P
S
|
18,703 | $1,304,601 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.32% | 0.34% |
#46
2
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
7,278 | $1,269,283 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.29% | 0.29% |
#47
Prev: #47
|
1.1 |
—
|
no change | no change |
P
S
|
14,649 | $1,161,226 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
CMF
ISHARES TR
|
ETF | 0.27% | 0.28% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
19,126 | $1,087,504 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.27% | 0.26% |
#49
Prev: #49
|
0.6 |
—
|
13 | 0.1% |
P
S
|
16,874 | $1,081,286 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.25% | 0.18% |
#50
6
Prev: #56
|
2.6 |
—
|
7,651 | 45.7% |
P
S
|
24,378 | $1,012,686 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-50 of 94 holdings