Yardley Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Yardley Wealth Management LLC holds 110,118 shares of DFUS stock, worth $8.03 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
110,118
Previous 120,217
8.4%
Holding current value
$8.03 Million
Previous $8.06 Million
1.01%
% of portfolio
4.87%
Previous 4.41%
Shares
5 transactions
Others Institutions Holding DFUS
# of Institutions
832Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio