Yardley Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Yardley Wealth Management LLC holds 261,541 shares of DISV stock, worth $6.85 Million. This represents 4.51% of its overall portfolio holdings.
Number of Shares
261,541Holding current value
$6.85 Million% of portfolio
4.51%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$225 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.6 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.1 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$35.5 Million1.2% of portfolio