Tru Independence Asset Management 2, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 150,307 shares of DFSD stock, worth $7.21 Million. This represents 6.16% of its overall portfolio holdings.
Number of Shares
150,307
Previous 171,892
12.56%
Holding current value
$7.21 Million
Previous $8.06 Million
11.37%
% of portfolio
6.16%
Previous 7.6%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio