Yardley Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025
Number of Shares
6,788
Previous 5,845 16.13%
Holding current value
$454,000
Previous $358,000 26.82%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Jul 22, 2025
BUY
N/A
943 Added 16.13%
6,788 $454,000
Q1 2025

Apr 25, 2025
BUY
N/A
5,845 New
5,845 $358,000
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