Yardley Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Yardley Wealth Management LLC

  • $206 Million
  • Q4 2024
Number of Shares
110,800
Previous 92,411 19.9%
Holding current value
$2.89 Million
Previous $2.67 Million 8.21%
% of portfolio
1.4%
Previous 1.58%

Shares

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