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 96,461 shares of DFSV stock, worth $3.03 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
96,461
Previous 107,655
10.4%
Holding current value
$3.03 Million
Previous $3.03 Million
6.34%
% of portfolio
2.19%
Previous 2.61%
Shares
4 transactions
Others Institutions Holding DFSV
# of Institutions
477Shares Held
129MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$370 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$203 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.82MShares$183 Million0.22% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$171 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$101 Million2.12% of portfolio