Tru Independence LLC Dimensional ETF Tr U S Small C Transaction History

Tru Independence LLC

$334 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$54.69 - $59.43 $53,760 - $58,419	-983 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$56.37 - $58.95 $55,411 - $57,947	983 New	983 $57,000

Others Institutions Holding DFAS

# of Institutions

637

Shares Held

101M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

10.7M
Shares

$636 Million
0.74% of portfolio
Index Fund Advisors, Inc.

6.8M
Shares

$403 Million
23.9% of portfolio
Northern Trust Corp Chicago, IL

6.15M
Shares

$365 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

4.25M
Shares

$252 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.73M
Shares

$162 Million
1.93% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Independence LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Independence LLC with notifications on news.