Tru Independence Asset Management 2, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 26,517 shares of DFIV stock, worth $1.2 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
26,517
Previous 35,719
25.76%
Holding current value
$1.2 Million
Previous $1.41 Million
19.22%
% of portfolio
0.88%
Previous 1.21%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
743Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$955 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$900 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$505 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio