Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Yardley Wealth Management LLC holds 241,427 shares of DFCF stock, worth $10.3 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
241,427
Previous 231,287
4.38%
Holding current value
$10.3 Million
Previous $9.73 Million
4.88%
% of portfolio
5.58%
Previous 5.73%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$494 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$157 Million9.18% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio