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 $1.81 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
48,790
Previous 75,264
35.17%
Holding current value
$1.81 Million
Previous $2.87 Million
39.64%
% of portfolio
1.63%
Previous 2.53%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
569Shares Held
195MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$720 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$703 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$415 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$288 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$250 Million0.04% of portfolio