Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

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 205,904 shares of DFSD stock, worth $9.79 Million. This represents 4.7% of its overall portfolio holdings.

Number of Shares
205,904
Previous 175,254 17.49%
Holding current value
$9.79 Million
Previous $8.37 Million 15.66%
% of portfolio
4.7%
Previous 4.96%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
331
Shares Held
66.6M
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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