Tru Independence Asset Management 2, LLC Dimensional ETF Tr Transaction History
Tru Independence Asset Management 2, LLC
- $106 Million
- Q4 2024
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 $210,089. This represents 0.19% of its overall portfolio holdings.
Number of Shares
8,162
Previous 8,584
4.92%
Holding current value
$210,089
Previous $231,000
12.55%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
577Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$215 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$195 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio