Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Yardley Wealth Management LLC

  • $164 Million
  • Q3 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 177,132 shares of DFSD stock, worth $8.54 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
177,132
Previous 185,796 4.66%
Holding current value
$8.54 Million
Previous $8.92 Million 4.32%
% of portfolio
5.22%
Previous 4.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$47.86 - $48.43 $414,659 - $419,597
-8,664 Reduced 4.66%
177,132 $8.54 Million
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
388
Shares Held
84.6M
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
Track This Portfolio

Track Yardley Wealth Management LLC Portfolio

Follow Yardley Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yardley Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yardley Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email