Ownership history in Yardley Wealth Management LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Yardley Wealth Management LLC reported a position in DIMENSIONAL ETF TRUST (DFIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 270,023 | +31,495 | +13.2% | 5.96% | $11.2M | $41.56 |
| 2025 Q3 | REDUCED | 238,528 | -11,758 | -4.7% | 5.63% | $10.1M | $41.62 |
| 2025 Q2 | ADDED | 250,286 | +8,885 | +3.7% | 5.72% | $10.5M | $40.72 |
| 2025 Q1 | REDUCED | 241,401 | -32,103 | -11.7% | 5.99% | $10.2M | $40.37 |
| 2024 Q4 | ADDED | 273,504 | +37,990 | +16.1% | 5.41% | $11.1M | $38.64 |
| 2024 Q3 | INITIATED | 235,514 | — | — | 5.91% | $10.0M | $39.96 |
As of 2025 Q4 — sorted by position size