Tru Independence LLC Dimensional ETF Tr U S Core Eq Transaction History
Tru Independence LLC
- $334 Million
- Q3 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Tru Independence LLC holds 307,468 shares of DFAC stock, worth $10.9 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
307,468
Previous 273,353
12.48%
Holding current value
$10.9 Million
Previous $8.81 Million
19.64%
% of portfolio
3.16%
Previous 2.71%
Shares
8 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$628 Million0.28% of portfolio