Tru Independence Asset Management 2, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 173,627 shares of DFCF stock, worth $7.23 Million. This represents 6.77% of its overall portfolio holdings.
Number of Shares
173,627
Previous 228,409
23.98%
Holding current value
$7.23 Million
Previous $9.86 Million
27.2%
% of portfolio
6.77%
Previous 8.7%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio