Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Yardley Wealth Management LLC holds 185,796 shares of DFSD stock, worth $8.97 Million. This represents 4.88% of its overall portfolio holdings.

Number of Shares
185,796
Previous 185,156 0.35%
Holding current value
$8.97 Million
Previous $8.8 Million 1.38%
% of portfolio
4.88%
Previous 5.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$47.09 - $48.01 $30,137 - $30,726
640 Added 0.35%
185,796 $8.92 Million
Q1 2025

Apr 25, 2025
SELL
$46.74 - $47.55 $969,761 - $986,567
-20,748 Reduced 10.08%
185,156 $8.8 Million
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $1.43 Million - $1.47 Million
30,650 Added 17.49%
205,904 $9.68 Million
Q3 2024

Nov 08, 2024
BUY
$47.0 - $47.84 $8.24 Million - $8.38 Million
175,254 New
175,254 $8.37 Million

Others Institutions Holding DFSD

# of Institutions
371
Shares Held
75.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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