TIAM2
DFAC icon

Tru Independence Asset Management 2’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Tru Independence Asset Management 2’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6M Buy
453,945
+6,802
+2% +$274K 10.85% 1
2025
Q4 		$17.7M Buy
447,143
+17,753
+4% +$693K 11.08% 1
2025
Q3 		$16.6M Sell
429,390
-5,644
-1% -$211K 10.89% 1
2025
Q2 		$15.6M Buy
435,034
+66,251
+18% +$2.21M 10.67% 1
2025
Q1 		$12.2M Buy
368,783
+31,305
+9% +$1.09M 9.1% 1
2024
Q4 		$11.7M Buy
337,478
+45,626
+16% +$1.61M 9.72% 1
2024
Q3 		$10M Buy
+291,852
New +$9.64M 8.43% 2

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Tru Independence Asset Management 2's DFAC Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 1.5% in Q1 2026, buying an estimated $274K and bringing the position to 453,945 shares worth $17.6M. The position accounts for 10.85% of the portfolio, ranked #1.

Tru Independence Asset Management 2 first reported a position in DFAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $17.7M in Q4 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Tru Independence Asset Management 2 held 453,945 shares of Dimensional US Core Equity 2 ETF worth $17.6M as of Q1 2026.
  • Tru Independence Asset Management 2 bought 6,802 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $274K.
  • Dimensional US Core Equity 2 ETF made up 10.85% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #1 holding.
  • Tru Independence Asset Management 2 first reported a position in Dimensional US Core Equity 2 ETF in Q3 2024 and has held it in 7 quarters since.
  • Tru Independence Asset Management 2's Dimensional US Core Equity 2 ETF position peaked at $17.7M in Q4 2025.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.