Yardley Wealth Management LLC Dimensional ETF Tr Call Options Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding DFAU
# of Institutions
488Shares Held
2.18BCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$130 Million45.35% of portfolio