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 35,719 shares of DFIV stock, worth $1.52 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
35,719
Previous 48,790
26.79%
Holding current value
$1.52 Million
Previous $1.73 Million
18.79%
% of portfolio
1.21%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
690Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio