Tru Independence Asset Management 2, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Tru Independence Asset Management 2, LLC holds 171,892 shares of DFSD stock, worth $8.11 Million. This represents 7.6% of its overall portfolio holdings.
Number of Shares
171,892
Previous 217,092
20.82%
Holding current value
$8.11 Million
Previous $10.4 Million
22.24%
% of portfolio
7.6%
Previous 9.14%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
281Shares Held
53.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.6 Million16.79% of portfolio