TIAM2
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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
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
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

Tru Independence Asset Management 2 reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.8% in Q1 2026, selling an estimated $36.2K and leaving 35,656 shares worth $1.21M. The position accounts for 0.74% of the portfolio, ranked #36.

Tru Independence Asset Management 2 first reported a position in DFAE in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q3 2024. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Tru Independence Asset Management 2 held 35,656 shares of Dimensional Emerging Core Equity Market ETF worth $1.21M as of Q1 2026.
  • Tru Independence Asset Management 2 sold 1,036 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $36.2K.
  • Dimensional Emerging Core Equity Market ETF made up 0.74% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #36 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 7 quarters since.
  • Tru Independence Asset Management 2's Dimensional Emerging Core Equity Market ETF position peaked at $3.16M in Q3 2024.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

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