Tru Independence Asset Management 2, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 139,419 shares of DFSD stock, worth $6.75 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
139,419
Previous 134,581
3.59%
Holding current value
$6.75 Million
Previous $6.46 Million
3.98%
% of portfolio
5.04%
Previous 4.98%
Shares
5 transactions
Others Institutions Holding DFSD
# of Institutions
378Shares Held
78.6MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio