Tru Independence LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence LLC
- $310 Million
- Q4 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tru Independence LLC holds 104,824 shares of DUHP stock, worth $3.66 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
104,824
Previous 109,465
4.24%
Holding current value
$3.66 Million
Previous $3.73 Million
5.01%
% of portfolio
1.14%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
345Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.32 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$291 Million12.03% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$241 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$239 Million4.45% of portfolio