Tru Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Tru Wealth Advisors, LLC
- $1.8 Billion
- Q3 2025
A detailed history of Tru Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 352,324 shares of DFIV stock, worth $16.9 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
352,324
Previous 342,363
2.91%
Holding current value
$16.9 Million
Previous $14.7 Million
10.82%
% of portfolio
0.9%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
792Shares Held
258MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO26.9MShares$1.29 Billion0.84% of portfolio
-
Mercer Global Advisors Inc Denver, CO20.9MShares$1 Billion1.65% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.8MShares$663 Million0.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$535 Million4.47% of portfolio
-
Savant Capital, LLC8.68MShares$416 Million2.24% of portfolio