Yardley Wealth Management LLC Dimensional ETF Tr U S Equity Transaction History
Yardley Wealth Management LLC
- $183 Million
- Q2 2025
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 120,217 shares of DFUS stock, worth $8.26 Million. This represents 4.41% of its overall portfolio holdings.
Number of Shares
120,217
Previous 117,669
2.17%
Holding current value
$8.26 Million
Previous $7.12 Million
13.21%
% of portfolio
4.41%
Previous 4.19%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
788Shares Held
194MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ42.6MShares$2.93 Billion3.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$547 Million5.21% of portfolio
-
Maseco LLP London,7.9MShares$543 Million20.12% of portfolio
-
Index Fund Advisors, Inc.5.05MShares$347 Million19.78% of portfolio
-
Plancorp, LLC4.6MShares$316 Million10.8% of portfolio