Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 85,603 shares of DFSV stock, worth $2.71 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
85,603
Previous 96,461
11.26%
Holding current value
$2.71 Million
Previous $2.84 Million
3.98%
% of portfolio
2.05%
Previous 2.19%
Shares
5 transactions
Others Institutions Holding DFSV
# of Institutions
481Shares Held
131MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio