Tru Independence Asset Management 2, LLC Dimensional ETF Tr Short Durat Transaction History
Tru Independence Asset Management 2, LLC
- $113 Million
- Q3 2024
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 217,092 shares of DFSD stock, worth $10.3 Million. This represents 9.14% of its overall portfolio holdings.
Number of Shares
217,092Holding current value
$10.3 Million% of portfolio
9.14%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
261Shares Held
48.8MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.1 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.6 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio