Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Yardley Wealth Management LLC holds 175,254 shares of DFSD stock, worth $8.26 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
175,254Holding current value
$8.26 Million% of portfolio
4.96%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
275Shares Held
51.2MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.9 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.5 Million16.79% of portfolio