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 9,902 shares of DFAU stock, worth $404,892. This represents 0.13% of its overall portfolio holdings.
Number of Shares
9,902
Previous 9,871
0.31%
Holding current value
$404,892
Previous $391,000
2.3%
% of portfolio
0.13%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio