Tru Independence Asset Management 2, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 435,034 shares of DFAC stock, worth $16.1 Million. This represents 12.03% of its overall portfolio holdings.
Number of Shares
435,034
Previous 368,783
17.96%
Holding current value
$16.1 Million
Previous $12.2 Million
28.15%
% of portfolio
12.03%
Previous 10.49%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,111Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio