Tru North Capital Management, LLC Dimensional ETF Tr Transaction History
Tru North Capital Management, LLC
- $366 Billion
- Q4 2024
A detailed history of Tru North Capital Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru North Capital Management, LLC holds 38,726 shares of DFAX stock, worth $1.05 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
38,726
Previous 41,764
7.27%
Holding current value
$1.05 Million
Previous $1.13 Billion
14.66%
% of portfolio
0.26%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFAX
# of Institutions
573Shares Held
242MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$306 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$227 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$206 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$206 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$164 Million0.22% of portfolio