Tru Independence Asset Management 2’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,162	Closed	-$240K	–	90
2025 Q2	$240K	Hold	8,162	–	–	0.16%	78
2025 Q1	$214K	Hold	8,162	–	–	0.16%	82
2024 Q4	$203K	Sell	8,162 -422	-5%	-$10.9K	0.17%	77
2024 Q3	$232K	Buy	+8,584	New	+$223K	0.2%	72

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Tru Independence Asset Management 2's DFAX Position: Q3 2025 in Review

Tru Independence Asset Management 2 sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2025, closing a stake of 8,162 shares — an estimated $240K sold.

Tru Independence Asset Management 2 first reported a position in DFAX in Q3 2024 and held it in 4 quarters. The position peaked at $240K in Q2 2025. 605 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

Tru Independence Asset Management 2 reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 8,162 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $240K.
Tru Independence Asset Management 2 first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2024 and held it in 4 quarters.
Tru Independence Asset Management 2's Dimensional World ex US Core Equity 2 ETF position peaked at $240K in Q2 2025.
605 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2025, filed 22 Oct 2025.