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Yardley Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Yardley Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.5M Buy
250,286
+8,885
+4% +$371K 5.72% 5
2025
Q1 		$10.2M Sell
241,401
-32,103
-12% -$1.35M 5.99% 5
2024
Q4 		$11.1M Buy
273,504
+37,990
+16% +$1.55M 5.41% 6
2024
Q3 		$9.96M Buy
+235,514
New +$9.96M 5.91% 5