Tru Independence LLC Dimensional ETF Tr Transaction History
Tru Independence LLC
- $325 Million
- Q2 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tru Independence LLC holds 9,843 shares of DFAU stock, worth $395,688. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,843
Previous 9,825
0.18%
Holding current value
$395,688
Previous $359,000
2.79%
% of portfolio
0.11%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio