Yardley Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Yardley Wealth Management LLC holds 22,062 shares of DFAC stock, worth $808,792. This represents 0.43% of its overall portfolio holdings.
Number of Shares
22,062
Previous 22,062
-0.0%
Holding current value
$808,792
Previous $728,000
8.65%
% of portfolio
0.43%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio