Tru Independence Asset Management 2, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 54,637 shares of DFIP stock, worth $2.24 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
54,637
Previous 108,584
49.68%
Holding current value
$2.24 Million
Previous $4.59 Million
51.81%
% of portfolio
2.09%
Previous 4.05%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
13.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$144 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.1 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.9 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio