Tru Independence Asset Management 2, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 26,333 shares of DFAT stock, worth $1.51 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
26,333
Previous 28,777
8.49%
Holding current value
$1.51 Million
Previous $1.6 Million
8.44%
% of portfolio
1.38%
Previous 1.41%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
715Shares Held
164MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$810 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$712 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$503 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$412 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$294 Million2.33% of portfolio