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 $7.81 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
113,079
Previous 107,380
5.31%
Holding current value
$7.81 Million
Previous $6.42 Million
12.28%
% of portfolio
3.94%
Previous 3.78%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio