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 $9.64 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
235,514Holding current value
$9.64 Million% of portfolio
5.91%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio