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 114,802 shares of DFSV stock, worth $3.62 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
114,802
Previous 157,650
27.18%
Holding current value
$3.62 Million
Previous $4.86 Million
27.23%
% of portfolio
3.33%
Previous 4.28%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
367Shares Held
100MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$254 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$241 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$172 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$132 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$108 Million0.15% of portfolio