Tru Independence LLC Dimensional ETF Tr Transaction History
Tru Independence LLC
- $310 Million
- Q4 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru Independence LLC holds 480,755 shares of DFAI stock, worth $15 Million. This represents 4.53% of its overall portfolio holdings.
Number of Shares
480,755
Previous 457,110
5.17%
Holding current value
$15 Million
Previous $14.5 Million
3.36%
% of portfolio
4.53%
Previous 4.35%
Shares
16 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio