Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 142,950 shares of DISV stock, worth $3.76 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
142,950Holding current value
$3.76 Million% of portfolio
3.66%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$226 Million10.57% of portfolio
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Forum Financial Management, LP Lombard, IL6.21MShares$163 Million3.44% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$82.9 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$43.3 Million1.09% of portfolio
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Ritholtz Wealth Management1.35MShares$35.6 Million1.2% of portfolio