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 51,118 shares of DUHP stock, worth $1.8 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
51,118
Previous 17,444
193.04%
Holding current value
$1.8 Million
Previous $594,000
190.74%
% of portfolio
1.63%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio