Yardley Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Yardley Wealth Management LLC
- $206 Million
- Q4 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Yardley Wealth Management LLC holds 126,713 shares of DFAS stock, worth $7.56 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
126,713
Previous 105,677
19.91%
Holding current value
$7.56 Million
Previous $6.85 Million
20.27%
% of portfolio
4.0%
Previous 4.07%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio