Yardley Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Yardley Wealth Management LLC
- $164 Million
- Q3 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Yardley Wealth Management LLC holds 107,235 shares of DFAS stock, worth $7.2 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
107,235
Previous 113,079
5.17%
Holding current value
$7.2 Million
Previous $7.2 Million
1.9%
% of portfolio
4.49%
Previous 3.94%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio