Yardley Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024

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 320,043 shares of DISV stock, worth $8.98 Million. This represents 4.18% of its overall portfolio holdings.

Number of Shares
320,043
Previous 261,541 22.37%
Holding current value
$8.98 Million
Previous $7.6 Million 13.33%
% of portfolio
4.18%
Previous 4.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
311
Shares Held
64.6M
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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