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 $3.59 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
104,824
Previous 109,465
4.24%
Holding current value
$3.59 Million
Previous $3.73 Million
5.01%
% of portfolio
1.14%
Previous 1.12%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
388Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.31 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.22 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$279 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$237 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$236 Million4.6% of portfolio