YWM
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Yardley Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Yardley Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.92M Buy
185,796
+640
+0.3% +$30.7K 4.88% 8
2025
Q1 		$8.8M Sell
185,156
-20,748
-10% -$986K 5.18% 8
2024
Q4 		$9.68M Buy
205,904
+30,650
+17% +$1.44M 4.7% 8
2024
Q3 		$8.37M Buy
+175,254
New +$8.37M 4.96% 8