Tru Independence Asset Management 2, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 25,669 shares of DFAT stock, worth $1.48 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
25,669
Previous 25,658
0.04%
Holding current value
$1.48 Million
Previous $1.38 Million
7.95%
% of portfolio
1.12%
Previous 1.07%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$286 Million4.76% of portfolio