Tru Independence Asset Management 2, LLC Dimensional ETF Tr Transaction History
Tru Independence Asset Management 2, LLC
- $133 Million
- Q3 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 22,949 shares of DFIV stock, worth $1.1 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
22,949
Previous 26,517
13.46%
Holding current value
$1.1 Million
Previous $1.14 Million
6.78%
% of portfolio
0.79%
Previous 0.88%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
793Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio