Tru Independence LLC Dimensional ETF Tr Transaction History
Tru Independence LLC
- $334 Million
- Q3 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru Independence LLC holds 9,871 shares of DFAU stock, worth $398,590. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,871
Previous 9,843
0.28%
Holding current value
$398,590
Previous $369,000
5.96%
% of portfolio
0.12%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio