Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Yardley Wealth Management LLC holds 231,287 shares of DFCF stock, worth $9.7 Million. This represents 5.73% of its overall portfolio holdings.

Number of Shares
231,287
Previous 258,410 10.5%
Holding current value
$9.7 Million
Previous $10.7 Million 9.28%
% of portfolio
5.73%
Previous 5.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$40.79 - $42.32 $1.11 Million - $1.15 Million
-27,123 Reduced 10.5%
231,287 $9.73 Million
Q4 2024

Feb 10, 2025
BUY
$41.17 - $43.34 $1.46 Million - $1.54 Million
35,497 Added 15.92%
258,410 $10.7 Million
Q3 2024

Nov 08, 2024
BUY
$41.34 - $43.55 $9.22 Million - $9.71 Million
222,913 New
222,913 $9.63 Million

Others Institutions Holding DFCF

# of Institutions
415
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

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