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 $7.17 Million. This represents 4.07% of its overall portfolio holdings.
Number of Shares
105,677Holding current value
$7.17 Million% of portfolio
4.07%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
712Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$761 Million0.72% of portfolio
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Northern Trust Corp Chicago, IL7MShares$475 Million0.08% of portfolio
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Index Fund Advisors, Inc.6.54MShares$444 Million23.7% of portfolio
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Bank Of America Corp Charlotte, NC4.91MShares$334 Million0.03% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$185 Million1.82% of portfolio