Yarger Wealth Strategies, LLC Dimensional ETF Tr U S Core Eq Transaction History
Yarger Wealth Strategies, LLC
- $165 Million
- Q2 2025
A detailed history of Yarger Wealth Strategies, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 71,361 shares of DFAC stock, worth $2.62 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
71,361
Previous 71,147
0.3%
Holding current value
$2.62 Million
Previous $2.33 Million
9.6%
% of portfolio
1.55%
Previous 1.57%
Shares
6 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
829MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio