Tru Independence Asset Management 2, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 134,581 shares of DFSD stock, worth $6.45 Million. This represents 4.98% of its overall portfolio holdings.
Number of Shares
134,581
Previous 150,307
10.46%
Holding current value
$6.45 Million
Previous $7.14 Million
9.54%
% of portfolio
4.98%
Previous 6.16%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
359Shares Held
70.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio