TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFSD Holdings History
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC held 150,307.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $7.14 Mil. This investment constitutes 5.34% of their stock portfolio, and TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC now holds 0.16% 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 2 sales at an average price of $47.27 for 66,785.00 shares. Based on historical transaction data and DFSD's current price of $47.96, TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC's estimated gain on his DFSD holdings is $61,989.56, reflecting a 0.60% gain to date.
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFSD ($47.96) Holding Chart
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC DFSD ($47.96) 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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