Tru Independence Asset Management 2, LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 39,498 shares of DFIP stock, worth $1.63 Million. This represents 1.43% of its overall portfolio holdings.
Number of Shares
39,498
Previous 54,637
27.71%
Holding current value
$1.63 Million
Previous $2.21 Million
24.82%
% of portfolio
1.43%
Previous 2.09%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$148 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.4 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.7 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$29.8 Million4.7% of portfolio