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 48,790 shares of DFIV stock, worth $1.89 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
48,790
Previous 75,264
35.17%
Holding current value
$1.89 Million
Previous $2.87 Million
39.64%
% of portfolio
1.63%
Previous 2.53%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
625Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$791 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$688 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$432 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$320 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$271 Million0.17% of portfolio