Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Yardley Wealth Management LLC holds 241,427 shares of DFCF stock, worth $10.2 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
241,427
Previous 231,287
4.38%
Holding current value
$10.2 Million
Previous $9.73 Million
4.88%
% of portfolio
5.58%
Previous 5.73%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
426Shares Held
122MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$480 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$156 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
Sequoia Financial Advisors, LLC2.88MShares$122 Million0.93% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio