Yardley Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
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 22,284 shares of DFAC stock, worth $791,973. This represents 0.45% of its overall portfolio holdings.
Number of Shares
22,284Holding current value
$791,973% of portfolio
0.45%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
920Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio