Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence Asset Management 2, LLC
- $116 Million
- Q1 2025
A detailed history of Tru Independence Asset Management 2, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 18,260 shares of DFAR stock, worth $430,205. This represents 0.37% of its overall portfolio holdings.
Number of Shares
18,260
Previous 25,648
28.81%
Holding current value
$430,205
Previous $596,000
27.18%
% of portfolio
0.37%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio