Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence Asset Management 2, LLC
- $106 Million
- Q4 2024
A detailed history of Tru Independence Asset Management 2, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 25,648 shares of DFAR stock, worth $601,189. This represents 0.56% of its overall portfolio holdings.
Number of Shares
25,648
Previous 34,743
26.18%
Holding current value
$601,189
Previous $890,000
33.03%
% of portfolio
0.56%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
223Shares Held
36.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.7 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio