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 64,201 shares of DFIC stock, worth $1.7 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
64,201
Previous 19,306
232.54%
Holding current value
$1.7 Million
Previous $543,000
205.52%
% of portfolio
1.56%
Previous 0.48%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
372Shares Held
237MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$715 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$682 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$418 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$156 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$129 Million17.02% of portfolio