Yardley Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Yardley Wealth Management LLC holds 205,904 shares of DFSD stock, worth $9.75 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
205,904
Previous 175,254
17.49%
Holding current value
$9.75 Million
Previous $8.37 Million
15.66%
% of portfolio
4.7%
Previous 4.96%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio