Yardley Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024
Number of Shares
219,254
Previous 179,936 21.85%
Holding current value
$11.5 Million
Previous $9.74 Million 18.43%
% of portfolio
5.6%
Previous 5.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
39,318 Added 21.85%
219,254 $11.5 Million
Q3 2024

Nov 08, 2024
BUY
N/A
179,936 New
179,936 $9.74 Million
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