Tru Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Tru Wealth Advisors, LLC
- $1.7 Billion
- Q2 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 342,363 shares of DFIV stock, worth $14.9 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
342,363Holding current value
$14.9 Million% of portfolio
0.86%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
712Shares Held
230MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$870 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$830 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$485 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$369 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$317 Million0.15% of portfolio