Yardley Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Yardley Wealth Management LLC holds 278,461 shares of DISV stock, worth $8.4 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
278,461
Previous 320,043 12.99%
Holding current value
$8.4 Million
Previous $8.61 Million 5.85%
% of portfolio
4.78%
Previous 4.18%

Shares

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

Apr 25, 2025
SELL
$26.09 - $30.21 $1.08 Million - $1.26 Million
-41,582 Reduced 12.99%
278,461 $8.11 Million
Q4 2024

Feb 10, 2025
BUY
$26.18 - $28.77 $1.53 Million - $1.68 Million
58,502 Added 22.37%
320,043 $8.61 Million
Q3 2024

Nov 08, 2024
BUY
$26.06 - $29.18 $6.82 Million - $7.63 Million
261,541 New
261,541 $7.6 Million

Others Institutions Holding DISV

# of Institutions
330
Shares Held
67.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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