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Tillman Hartley LLC — 13F Holdings & Portfolio

CIK 1966355 · latest 13F-HR filed 2026-05-08

Backtest portfolio

Tillman Hartley LLC manages $398.3M in 13F-reported U.S. long-equity assets across 146 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFAC (8.12%), DFUV (5.17%), DFAC (4.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 6, added to 14, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$398.3M

Long-equity book

Holdings

146

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+3 / −6 / ↑14 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AMERICAN CENTY ETF TR$1.6M +30.6%
  • DIMENSIONAL ETF TRUST$882.5K +15.1%
  • AMERICAN CENTY ETF TR$819.3K +87.9%
  • DIMENSIONAL ETF TRUST$620.8K +18.9%
  • VANGUARD INDEX FDS$579.4K +18.0%
Show all 14 →

Top Trims

  • MICROSOFT CORP-$2.0M -56.8%
  • SPDR SER TR-$1.6M -29.1%
  • ALPHABET INC-$749.3K -33.4%
  • VANGUARD BD INDEX FDS-$745.5K -8.7%
  • ALPHABET INC-$705.3K -41.9%
Show all 33 →

New Positions

  • DIMENSIONAL ETF TRUST$2.5M
  • VANECK ETF TRUST$460.7K
  • ISHARES TR$208.9K
Show all 3 →

Exited Positions

  • BERKSHIRE HATHAWAY INC DEL$332.3K
  • DANAHER CORPORATION$250.7K
  • TESLA INC$241.5K
  • DISNEY WALT CO$227.8K
  • DIMENSIONAL ETF TRUST$224.2K
Show all 6 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $32.4M 8.12% 832,753 SH
2 DIMENSIONAL ETF TRUST DFUV 25434V724 $20.6M 5.17% 425,077 SH
3 DIMENSIONAL ETF TRUST DFAC 25434V708 $16.4M 4.13% 423,167 SH
4 DIMENSIONAL ETF TRUST DFAC 25434V708 $14.6M 3.68% 376,911 SH
5 DIMENSIONAL ETF TRUST DFAS 25434V500 $14.5M 3.64% 203,989 SH
6 DIMENSIONAL ETF TRUST DFCF 25434V872 $14.4M 3.61% 340,667 SH
7 DIMENSIONAL ETF TRUST DFAT 25434V609 $14.2M 3.56% 227,248 SH
8 VANGUARD BD INDEX FDS BSV 921937827 $10.8M 2.72% 138,026 SH
9 DIMENSIONAL ETF TRUST DFUV 25434V724 $9.6M 2.41% 198,357 SH
10 DIMENSIONAL ETF TRUST DFSD 25434V864 $9.0M 2.25% 187,129 SH
11 DIMENSIONAL ETF TRUST DFCF 25434V872 $7.7M 1.94% 182,834 SH
12 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $7.4M 1.85% 123,860 SH
13 AMERICAN CENTY ETF TR AVUV 025072877 $7.0M 1.75% 62,922 SH
14 DIMENSIONAL ETF TRUST DFAI 25434V203 $6.7M 1.69% 173,003 SH
15 VANGUARD BD INDEX FDS BIV 921937819 $6.4M 1.61% 82,840 SH
16 DIMENSIONAL ETF TRUST DFCF 25434V872 $6.3M 1.57% 148,490 SH
17 DIMENSIONAL ETF TRUST DFSD 25434V864 $6.1M 1.54% 127,790 SH
18 DIMENSIONAL ETF TRUST DFIV 25434V807 $6.1M 1.53% 115,542 SH
19 DIMENSIONAL ETF TRUST DFUS 25434V401 $5.7M 1.42% 79,759 SH
20 DIMENSIONAL ETF TRUST DFAS 25434V500 $5.5M 1.39% 77,806 SH
21 DIMENSIONAL ETF TRUST DFIC 25434V799 $5.5M 1.38% 154,716 SH
22 DIMENSIONAL ETF TRUST DFAT 25434V609 $5.1M 1.29% 82,065 SH
23 DIMENSIONAL ETF TRUST DFIS 25434V773 $5.0M 1.26% 149,327 SH
24 DIMENSIONAL ETF TRUST DFIC 25434V799 $4.9M 1.24% 139,153 SH
25 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.7M 1.17% 137,669 SH
26 ISHARES TR AGG 464287226 $4.5M 1.12% 45,049 SH
27 DIMENSIONAL ETF TRUST DFUV 25434V724 $4.3M 1.07% 87,988 SH
28 AMERICAN CENTY ETF TR AVUS 025072885 $4.2M 1.04% 37,413 SH
29 SPDR S&P 500 ETF TR SPY 78462F103 $4.1M 1.02% 6,261 SH
30 DIMENSIONAL ETF TRUST DFAE 25434V302 $3.9M 0.98% 115,543 SH
31 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.9M 0.97% 54,369 SH
32 AMERICAN CENTY ETF TR AVLV 025072349 $3.9M 0.97% 47,929 SH
33 DIMENSIONAL ETF TRUST DFNM 25434V849 $3.8M 0.96% 79,921 SH
34 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $3.7M 0.94% 63,996 SH
35 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.7M 0.93% 107,492 SH
36 DIMENSIONAL ETF TRUST DFIS 25434V773 $3.6M 0.91% 107,819 SH
37 VANGUARD BD INDEX FDS BSV 921937827 $3.6M 0.90% 45,496 SH
38 DIMENSIONAL ETF TRUST DFIV 25434V807 $3.4M 0.86% 65,220 SH
39 VANGUARD INDEX FDS VNQ 922908553 $3.4M 0.86% 38,563 SH
40 AMERICAN CENTY ETF TR AVEM 025072604 $3.4M 0.85% 41,777 SH
41 DIMENSIONAL ETF TRUST DFUS 25434V401 $3.2M 0.80% 45,194 SH
42 DIMENSIONAL ETF TRUST DFIC 25434V799 $3.2M 0.80% 90,138 SH
43 DIMENSIONAL ETF TRUST DFEM 25434V732 $2.9M 0.73% 84,116 SH
44 DIMENSIONAL ETF TRUST DFIS 25434V773 $2.8M 0.71% 84,155 SH
45 VANGUARD BD INDEX FDS BSV 921937827 $2.8M 0.70% 35,656 SH
46 SPDR SER TR BIL 78468R663 $2.8M 0.70% 30,254 SH
47 AMERICAN CENTY ETF TR AVDV 025072802 $2.7M 0.67% 26,693 SH
48 VANGUARD INDEX FDS VTI 922908769 $2.6M 0.65% 25,851 SH
49 DIMENSIONAL ETF TRUST DFSD 25434V864 $2.5M 0.62% 51,842 SH
50 AMERICAN CENTY ETF TR AVIV 025072364 $2.4M 0.59% 31,492 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $398.3M 146 0001966355-26-000002
2025-12-31 2026-02-13 $398.4M 152 0001966355-26-000001