Yardley Wealth Management LLC Dimensional ETF Tr Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Yardley Wealth Management LLC holds 707,122 shares of DFAU stock, worth $28.6 Million. This represents 16.65% of its overall portfolio holdings.
Number of Shares
707,122Holding current value
$28.6 Million% of portfolio
16.65%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$116 Million0.71% of portfolio