Tru Independence Asset Management 2, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 48,790 shares of DFIV stock, worth $1.86 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
48,790
Previous 75,264
35.17%
Holding current value
$1.86 Million
Previous $2.87 Million
39.64%
% of portfolio
1.63%
Previous 2.53%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
595Shares Held
204MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$738 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$721 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$425 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$315 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$267 Million0.17% of portfolio