Number of Shares
368,783.00
Current Holdings Value*
$12.17 Mil
% of Portfolio
9.1%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
8.26%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 368,783.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $12.17 Mil. This investment constitutes 9.1% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0.04% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2024Q3. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 3 purchases of DFAC, at an average price of $33.45, for a total of 368,783.00 shares. Based on historical transaction data and DFAC's current price of $36.21, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his DFAC holdings is $1.02 Mil, reflecting a 8.26% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFAC ($36.21) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFAC ($36.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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