Tru Independence Asset Management 2’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.57M	Sell	132,027 -9,431	-7%	-$399K	3.02%	9
2026 Q1	$5.97M	Buy	141,458 +4,877	+4%	+$208K	3.67%	7
2025 Q4	$5.81M	Buy	136,581 +1,490	+1%	+$63.8K	3.64%	8
2025 Q3	$5.78M	Buy	135,091 +5,748	+4%	+$244K	3.8%	4
2025 Q2	$5.47M	Sell	129,343 -27,954	-18%	-$1.17M	3.74%	5
2025 Q1	$6.62M	Sell	157,297 -16,330	-9%	-$681K	4.95%	4
2024 Q4	$7.17M	Sell	173,627 -54,782	-24%	-$2.31M	5.97%	3
2024 Q3	$9.86M	Buy	+228,409	New	+$9.74M	8.31%	3

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Tru Independence Asset Management 2 reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 6.7% in Q2 2026, selling an estimated $399K and leaving 132,027 shares worth $5.57M. The position accounts for 3.02% of the portfolio, ranked #9.

Tru Independence Asset Management 2 first reported a position in DFCF in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.86M in Q3 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Tru Independence Asset Management 2 held 132,027 shares of Dimensional Core Fixed Income ETF worth $5.57M as of Q2 2026.
Tru Independence Asset Management 2 sold 9,431 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $399K.
Dimensional Core Fixed Income ETF made up 3.02% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #9 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional Core Fixed Income ETF position peaked at $9.86M in Q3 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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