Yardley Wealth Management LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Yardley Wealth Management LLC holds 113,079 shares of DFAS stock, worth $7.42 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
113,079
Previous 107,380
5.31%
Holding current value
$7.42 Million
Previous $6.42 Million
12.28%
% of portfolio
3.94%
Previous 3.78%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
828Shares Held
128MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.1 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$523 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$382 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$353 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$183 Million3.23% of portfolio