Tru Independence Asset Management 2, LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence Asset Management 2, LLC
- $133 Million
- Q3 2025
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 91,915 shares of DUHP stock, worth $3.46 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
91,915
Previous 86,810
5.88%
Holding current value
$3.46 Million
Previous $3.09 Million
12.48%
% of portfolio
2.61%
Previous 2.38%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
494Shares Held
225MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio