Tru Independence LLC Dimensional ETF Tr Dimensional Transaction History
Tru Independence LLC
- $334 Million
- Q3 2024
A detailed history of Tru Independence LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Tru Independence LLC holds 109,465 shares of DUHP stock, worth $3.77 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
109,465
Previous 101,907
7.42%
Holding current value
$3.77 Million
Previous $3.26 Million
14.39%
% of portfolio
1.12%
Previous 1.0%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
328Shares Held
207MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.3 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.27 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$287 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$236 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$232 Million15.86% of portfolio