Yardley Wealth Management LLC Dimensional ETF Tr Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Yardley Wealth Management LLC holds 732,989 shares of DFAU stock, worth $31.8 Million. This represents 16.98% of its overall portfolio holdings.
Number of Shares
732,989
Previous 718,976
1.95%
Holding current value
$31.8 Million
Previous $27.6 Million
12.35%
% of portfolio
16.98%
Previous 16.28%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
525Shares Held
144MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$289 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$180 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio