Yardley Wealth Management LLC Dimensional ETF Tr Core Fxd In Transaction History
Yardley Wealth Management LLC
- $169 Million
- Q3 2024
A detailed history of Yardley Wealth Management LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Yardley Wealth Management LLC holds 222,913 shares of DFCF stock, worth $9.11 Million. This represents 5.71% of its overall portfolio holdings.
Number of Shares
222,913Holding current value
$9.11 Million% of portfolio
5.71%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
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Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio