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 $8.28 Million. This represents 4.96% of its overall portfolio holdings.
Number of Shares
175,254Holding current value
$8.28 Million% of portfolio
4.96%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
261Shares Held
48.8MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.6 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio