Yardley Wealth Management LLC Dimensional ETF Tr Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Yardley Wealth Management LLC holds 718,976 shares of DFAU stock, worth $27.3 Million. This represents 16.28% of its overall portfolio holdings.

Number of Shares
718,976
Previous 844,256 14.84%
Holding current value
$27.3 Million
Previous $34.1 Million 18.94%
% of portfolio
16.28%
Previous 16.56%

Shares

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

Apr 25, 2025
SELL
$37.84 - $42.29 $4.74 Million - $5.3 Million
-125,280 Reduced 14.84%
718,976 $27.6 Million
Q4 2024

Feb 10, 2025
BUY
$39.27 - $42.38 $5.39 Million - $5.81 Million
137,134 Added 19.39%
844,256 $34.1 Million
Q3 2024

Nov 08, 2024
BUY
$35.8 - $39.69 $25.3 Million - $28.1 Million
707,122 New
707,122 $28.1 Million

Others Institutions Holding DFAU

# of Institutions
494
Shares Held
204M
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

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