Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
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 222,913 shares of DFCF stock, worth $9.28 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
222,913Holding current value
$9.28 Million% of portfolio
5.71%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$86.6 Million12.12% of portfolio