Yardley Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Yardley Wealth Management LLC

  • $183 Million
  • Q2 2025
Number of Shares
96,964
Previous 96,949 0.02%
Holding current value
$2.6 Million
Previous $2.55 Million 2.2%
% of portfolio
1.42%
Previous 1.5%

Shares

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

Jul 22, 2025
BUY
N/A
15 Added 0.02%
96,964 $2.6 Million
Q1 2025

Apr 25, 2025
SELL
N/A
-13,851 Reduced 12.5%
96,949 $2.55 Million
Q4 2024

Feb 10, 2025
BUY
N/A
18,389 Added 19.9%
110,800 $2.89 Million
Q3 2024

Nov 08, 2024
BUY
N/A
92,411 New
92,411 $2.67 Million
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