Tru Independence Asset Management 2, LLC Purchases in Q3 2024

Tru Independence Asset Management 2, LLC

  • $113 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
217K
New
$47.0 - $47.84 $10.2M - $10.4M
217K $10.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
292K
New
$31.05 - $34.29 $9.06M - $10M
292K $10M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
228K
New
$41.34 - $43.55 $9.44M - $9.95M
228K $9.86M
SHV
Ishares Tr

ETFs
59K
New
$110.05 - $110.63 $6.49M - $6.52M
59K $6.52M
GBIL
Goldman Sachs Access Treasury

ETFs
58.4K
New
$99.7 - $100.3 $5.82M - $5.86M
58.4K $5.86M
DFSV
Dimensional ETF Tr Dimensional

ETFs
158K
New
$28.25 - $31.7 $4.45M - $5M
158K $4.86M
DFIP
Dimensional ETF Tr Inflation P

ETFs
109K
New
$40.69 - $42.46 $4.42M - $4.61M
109K $4.59M
DISV
Dimensional ETF Tr Dimensional

ETFs
143K
New
$26.06 - $29.18 $3.73M - $4.17M
143K $4.15M
DFAE
Dimensional ETF Tr

ETFs
115K
New
$24.46 - $27.82 $2.82M - $3.2M
115K $3.16M
DFIV
Dimensional ETF Tr

ETFs
75.3K
New
$34.66 - $38.38 $2.61M - $2.89M
75.3K $2.87M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
48K
New
$38.51 - $41.69 $1.85M - $2M
48K $2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.12K
+ 12.82%
$405.19 - $478.57 $453K - $536K
9.85K $4.53M
IEF
Ishares Barclays

ETFs
17.6K
+ 107.66%
$92.67 - $99.14 $1.63M - $1.75M
34K $3.34M
DFAI
Dimensional ETF Tr

ETFs
53.6K
New
$28.69 - $32.06 $1.54M - $1.72M
53.6K $1.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
28.8K
New
$51.0 - $57.07 $1.47M - $1.64M
28.8K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 37.46%
$520.18 - $576.82 $559K - $620K
3.94K $2.27M
DFAR
Dimensional ETF Tr Dimensional

ETFs
34.7K
New
$21.91 - $26.03 $761K - $904K
34.7K $890K
DUHP
Dimensional ETF Tr Dimensional

ETFs
17.4K
New
$30.74 - $34.07 $536K - $594K
17.4K $594K
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.3K
New
$25.36 - $28.37 $490K - $548K
19.3K $543K
LMT
Lockheed Martin Corp

Industrials
681
+ 66.9%
$460.3 - $584.56 $313K - $398K
1.7K $993K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
9.46K
New
$50.15 - $50.66 $475K - $479K
9.46K $479K
EPD
Enterprise Products Partners L.P.

Energy
14K
+ 80.45%
$27.88 - $30.0 $390K - $420K
31.4K $914K
COIN
Coinbase Global, Inc.

Technology
2.51K
New
$147.09 - $265.15 $369K - $665K
2.51K $446K
WMT
Walmart Inc.

Consumer Defensive
5.12K
New
$66.91 - $81.4 $342K - $416K
5.12K $413K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.52K
New
$100.75 - $111.62 $355K - $393K
3.52K $385K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.21K
+ 13.56%
$81.31 - $83.29 $342K - $351K
35.3K $2.93M
TTD
Trade Desk, Inc.

Technology
3.22K
New
$83.08 - $110.79 $268K - $357K
3.22K $353K
QCOM
Qualcomm Inc

Technology
2K
New
$156.12 - $209.64 $313K - $420K
2K $340K
EPP
Ishares Inc

ETFs
6.87K
New
$41.3 - $48.84 $284K - $335K
6.87K $335K
SHOP
Shopify Inc.

Technology
4K
New
$52.26 - $80.75 $209K - $323K
4K $320K
MARA
Marathon Digital Holdings, Inc.

Financial Services
13K
New
$22.56 - $22.56 $293K - $293K
13K $293K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.1K
+ 507.65%
$57.32 - $62.65 $635K - $694K
13.3K $826K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.85K
New
$49.83 - $62.75 $242K - $304K
4.85K $279K
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.95K
New
$25.23 - $27.94 $251K - $278K
9.95K $275K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.64K
+ 60.38%
$55.51 - $61.51 $202K - $224K
9.67K $589K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.51K
New
$25.21 - $28.46 $240K - $271K
9.51K $267K
IEMG
Ishares Inc

ETFs
4.37K
+ 93.78%
$53.64 - $53.64 $235K - $235K
9.03K $484K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.81K
New
$33.74 - $37.96 $230K - $259K
6.81K $255K
BLOK
Amplify ETF Tr Trnsformational

ETFs
6.4K
New
$31.4 - $40.35 $201K - $258K
6.4K $239K
NKE
Nike, Inc.

Consumer Cyclical
2.68K
New
$71.09 - $89.44 $190K - $239K
2.68K $236K
WULF
Terawulf Inc.

Financial Services
50K
New
$3.31 - $6.38 $166K - $319K
50K $234K
DFAX
Dimensional ETF Tr
8.58K
New
$24.29 - $27.25 $209K - $234K
8.58K $231K
DIS
Walt Disney CO

Communication Services
2.64K
+ 42.15%
$85.6 - $98.61 $226K - $260K
8.91K $856K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.29K
New
$60.84 - $67.51 $200K - $222K
3.29K $221K
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.5K
+ 70.56%
$89.91 - $101.33 $225K - $253K
6.04K $592K
ROKU
Roku, Inc

Communication Services
2.84K
New
$51.67 - $77.48 $147K - $220K
2.84K $211K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
7.11K
New
$25.73 - $28.81 $183K - $205K
7.11K $202K
EWJ
Ishares Msci Japan ETF

ETFs
1.81K
+ 42.03%
$63.12 - $72.99 $114K - $132K
6.12K $438K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
649
+ 21.36%
$105.53 - $118.34 $68.5K - $76.8K
3.69K $431K
Activity Summary
Buys All Purchases 65 New Holdings 47 Increased Positions 18 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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