Tru Independence Asset Management 2, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 8,162 shares of DFAX stock, worth $234,004. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,162
Previous 8,162
-0.0%
Holding current value
$234,004
Previous $202,000
5.45%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio