Yardley Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025
Number of Shares
192,920
Previous 186,698 3.33%
Holding current value
$10.3 Million
Previous $9.76 Million 5.53%
% of portfolio
5.63%
Previous 5.75%

Shares

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

Jul 22, 2025
BUY
N/A
6,222 Added 3.33%
192,920 $10.3 Million
Q1 2025

Apr 25, 2025
SELL
N/A
-32,556 Reduced 14.85%
186,698 $9.76 Million
Q4 2024

Feb 10, 2025
BUY
N/A
39,318 Added 21.85%
219,254 $11.5 Million
Q3 2024

Nov 08, 2024
BUY
N/A
179,936 New
179,936 $9.74 Million
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