Tru Independence LLC Dimensional ETF Tr U S Core Eq Transaction History
Tru Independence LLC
- $309 Million
- Q1 2025
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 451,863 shares of DFAC stock, worth $14.6 Million. This represents 4.82% of its overall portfolio holdings.
Number of Shares
451,863
Previous 316,069
42.96%
Holding current value
$14.6 Million
Previous $10.9 Million
36.31%
% of portfolio
4.82%
Previous 3.53%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio