Yardley Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Yardley Wealth Management LLC holds 241,401 shares of DFIP stock, worth $10.1 Million. This represents 5.99% of its overall portfolio holdings.

Number of Shares
241,401
Previous 273,504 11.74%
Holding current value
$10.1 Million
Previous $11.1 Million 8.72%
% of portfolio
5.99%
Previous 5.41%

Shares

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

Apr 25, 2025
SELL
$40.27 - $42.11 $1.29 Million - $1.35 Million
-32,103 Reduced 11.74%
241,401 $10.2 Million
Q4 2024

Feb 10, 2025
BUY
$40.31 - $42.43 $1.53 Million - $1.61 Million
37,990 Added 16.13%
273,504 $11.1 Million
Q3 2024

Nov 08, 2024
BUY
$40.69 - $42.46 $9.58 Million - $10 Million
235,514 New
235,514 $9.96 Million

Others Institutions Holding DFIP

# of Institutions
137
Shares Held
14.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR INFLATION P

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