Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Yardley Wealth Management LLC
- $164 Million
- Q3 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 232,822 shares of DFCF stock, worth $9.95 Million. This represents 6.08% of its overall portfolio holdings.
Number of Shares
232,822
Previous 241,427
3.56%
Holding current value
$9.95 Million
Previous $10.2 Million
2.43%
% of portfolio
6.08%
Previous 5.58%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
442Shares Held
138MCall Options Held
0Put Options Held
0-
Truepoint, Inc.12MShares$514 Million12.3% of portfolio
-
Prudential Financial Inc Newark, NJ10.4MShares$445 Million0.56% of portfolio
-
Factory Mutual Insurance CO Waltham, MA4.54MShares$194 Million1.92% of portfolio
-
True Link Financial Advisors, LLC3.41MShares$146 Million9.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.15MShares$135 Million10.54% of portfolio