Tru Independence Asset Management 2, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 36,871 shares of DFUV stock, worth $1.57 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
36,871
Previous 48,037
23.24%
Holding current value
$1.57 Million
Previous $2 Million
24.68%
% of portfolio
1.42%
Previous 1.77%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
701Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.44 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.34 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$766 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$615 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$458 Million0.67% of portfolio