True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
578Shares Held
166MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$376 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL12.1MShares$360 Million3.78% of portfolio
-
Ubs Group Ag6.14MShares$182 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.73MShares$140 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS3.76MShares$112 Million0.17% of portfolio