Yardley Wealth Management LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Yardley Wealth Management LLC holds 135,707 shares of DFUS stock, worth $8.16 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
135,707
Previous 116,240
16.75%
Holding current value
$8.16 Million
Previous $7.23 Million
19.27%
% of portfolio
4.19%
Previous 4.29%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
734Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.59 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$479 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$349 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$288 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$243 Million0.09% of portfolio