Yardley Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Yardley Wealth Management LLC holds 116,240 shares of DFUS stock, worth $7.52 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
116,240Holding current value
$7.52 Million% of portfolio
4.29%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
643Shares Held
133MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$567 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$515 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.86MShares$379 Million19.88% of portfolio
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Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
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Envestnet Asset Management Inc4.12MShares$267 Million0.08% of portfolio