Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence Asset Management 2, LLC
- $130 Million
- Q2 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 86,810 shares of DUHP stock, worth $3.17 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
86,810
Previous 68,174
27.34%
Holding current value
$3.17 Million
Previous $2.26 Million
36.61%
% of portfolio
2.38%
Previous 1.95%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
435Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.39 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.28 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$298 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$258 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$254 Million4.35% of portfolio