Tru Independence Asset Management 2’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Tru Independence Asset Management 2’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.16M	Sell	28,959 -6,697	-19%	-$259K	0.63%	39
2026 Q1	$1.21M	Sell	35,656 -1,036	-3%	-$36.2K	0.74%	36
2025 Q4	$1.2M	Sell	36,692 -7,714	-17%	-$248K	0.75%	36
2025 Q3	$1.4M	Sell	44,406 -8,411	-16%	-$253K	0.92%	31
2025 Q2	$1.53M	Sell	52,817 -15,025	-22%	-$403K	1.05%	28
2025 Q1	$1.76M	Sell	67,842 -18,048	-21%	-$468K	1.31%	22
2024 Q4	$2.18M	Sell	85,890 -29,283	-25%	-$775K	1.81%	18
2024 Q3	$3.16M	Buy	+115,173	New	+$3M	2.66%	11

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tru Independence Asset Management 2's DFAE Position: Q2 2026 in Review

Tru Independence Asset Management 2 reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 19% in Q2 2026, selling an estimated $259K and leaving 28,959 shares worth $1.16M. The position accounts for 0.63% of the portfolio, ranked #39.

Tru Independence Asset Management 2 first reported a position in DFAE in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.16M in Q3 2024. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Tru Independence Asset Management 2 held 28,959 shares of Dimensional Emerging Core Equity Market ETF worth $1.16M as of Q2 2026.
Tru Independence Asset Management 2 sold 6,697 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $259K.
Dimensional Emerging Core Equity Market ETF made up 0.63% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #39 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional Emerging Core Equity Market ETF position peaked at $3.16M in Q3 2024.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.