Tru Independence LLC Dimensional ETF Tr Transaction History
Tru Independence LLC
- $309 Million
- Q1 2025
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru Independence LLC holds 9,924 shares of DFAU stock, worth $376,615. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,924
Previous 9,902
0.22%
Holding current value
$376,615
Previous $400,000
4.75%
% of portfolio
0.12%
Previous 0.13%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio