Number of Shares
134,581.00
Current Holdings Value*
$6.46 Mil
% of Portfolio
4.42%
Total Estimate Gain
$58,740.07
% of Total Estimate Gain
0.57%

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary

As of 2025-06-30, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 134,581.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $6.46 Mil. This investment constitutes 4.42% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0.13% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.

The initial trade took place in 2024Q3. And since then TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC has made 1 purchases of DFSD, at an average price of $47.46, for a total of 217,092.00 shares. In addition, there have been 3 sales at an average price of $47.34 for 82,511.00 shares. Based on historical transaction data and DFSD's current price of $47.97, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his DFSD holdings is $58,740.07, reflecting a 0.57% gain to date.

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFSD ($47.97) Holding Chart

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFSD ($47.97) 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 %

Top Ranked Articles

  • 1