Yardley Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Yardley Wealth Management LLC holds 250,286 shares of DFIP stock, worth $10.6 Million. This represents 5.72% of its overall portfolio holdings.
Number of Shares
250,286
Previous 241,401
3.68%
Holding current value
$10.6 Million
Previous $10.2 Million
2.93%
% of portfolio
5.72%
Previous 5.99%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
148Shares Held
16.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$151 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.5 Million11.5% of portfolio
-
Planning Center, Inc.869KShares$36.7 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.7 Million4.35% of portfolio
-
Hemington Wealth Management766KShares$32.3 Million4.64% of portfolio