Yardley Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Yardley Wealth Management LLC holds 117,669 shares of DFUS stock, worth $7.01 Million. This represents 4.19% of its overall portfolio holdings.

Number of Shares
117,669
Previous 135,707 13.29%
Holding current value
$7.01 Million
Previous $8.62 Million 17.46%
% of portfolio
4.19%
Previous 4.19%

Shares

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

Apr 25, 2025
SELL
$59.61 - $66.71 $1.08 Million - $1.2 Million
-18,038 Reduced 13.29%
117,669 $7.12 Million
Q4 2024

Feb 10, 2025
BUY
$61.52 - $66.5 $1.2 Million - $1.29 Million
19,467 Added 16.75%
135,707 $8.62 Million
Q3 2024

Nov 08, 2024
BUY
$56.04 - $62.2 $6.51 Million - $7.23 Million
116,240 New
116,240 $7.23 Million

Others Institutions Holding DFUS

# of Institutions
742
Shares Held
164M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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