Yardley Wealth Management LLC Dimensional ETF Tr Inflation P Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Yardley Wealth Management LLC holds 235,514 shares of DFIP stock, worth $9.61 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
235,514Holding current value
$9.61 Million% of portfolio
5.91%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
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Heirloom Wealth Management Greenwood Village, CO991KShares$40.4 Million13.61% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
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Planning Center, Inc.744KShares$30.4 Million5.32% of portfolio
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Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio