Tru Independence Asset Management 2, LLC Dimensional ETF Tr U S Core Eq Transaction History
Tru Independence Asset Management 2, LLC
- $133 Million
- Q3 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 429,390 shares of DFAC stock, worth $16.5 Million. This represents 12.43% of its overall portfolio holdings.
Number of Shares
429,390
Previous 435,034
1.3%
Holding current value
$16.5 Million
Previous $15.6 Million
6.22%
% of portfolio
12.43%
Previous 12.03%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,149Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.18 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.11 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.54 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.43 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$671 Million0.22% of portfolio