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 40,788 shares of DISV stock, worth $1.46 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
40,788
Previous 60,211
32.26%
Holding current value
$1.46 Million
Previous $1.98 Million
26.55%
% of portfolio
1.09%
Previous 1.53%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio