Yardley Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Yardley Wealth Management LLC holds 252,305 shares of DFNM stock, worth $12.1 Million. This represents 7.26% of its overall portfolio holdings.
Number of Shares
252,305Holding current value
$12.1 Million% of portfolio
7.26%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.3 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57.2 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.9 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43.2 Million4.9% of portfolio