Yardley Wealth Management LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Yardley Wealth Management LLC holds 105,677 shares of DFAS stock, worth $7.14 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
105,677Holding current value
$7.14 Million% of portfolio
4.07%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
689Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$758 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio