YWM
Yardley Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Buy |
113,079
+5,699
| +5% | +$363K | 3.94% | 11 |
|
|
2025
Q1 | $6.42M | Sell |
107,380
-19,333
| -15% | -$1.16M | 3.78% | 11 |
|
|
2024
Q4 | $8.24M | Buy |
126,713
+21,036
| +20% | +$1.37M | 4% | 12 |
|
|
2024
Q3 | $6.85M | Buy |
+105,677
| New | +$6.85M | 4.07% | 11 |
|