Yardley Wealth Management LLC DFGX Holdings History
Yardley Wealth Management LLC's Dimensional Global ex US Core Fixed Income ETF Holding Summary
As of 2024-12-31, Yardley Wealth Management LLC held 219,254.00 shares of Dimensional Global ex US Core Fixed Income ETF(DFGX), totaling $11.53 Mil. This investment constitutes 5.6% of their stock portfolio, and Yardley Wealth Management LLC now holds 1.63% of the outstanding Dimensional Global ex US Core Fixed Income ETF(DFGX) stock.
The initial trade took place in 2024Q3. And since then Yardley Wealth Management LLC has made 1 purchases of DFGX, at an average price of $53.48, for a total of 219,254.00 shares. Based on historical transaction data and DFGX's current price of $52.63, Yardley Wealth Management LLC's estimated gain on his DFGX holdings is $-185,972.72, reflecting a -1.59% gain to date.
Yardley Wealth Management LLC DFGX ($52.63) Holding Chart
Yardley Wealth Management LLC DFGX ($52.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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