Tru Independence Asset Management 2’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.27M	Sell	36,614 -401	-1%	-$14.2K	0.78%	35
2025 Q4	$1.22M	Buy	37,015 +2,764	+8%	+$90.3K	0.77%	35
2025 Q3	$1.1M	Buy	34,251 +1,696	+5%	+$52.3K	0.72%	35
2025 Q2	$966K	Buy	32,555 +8,715	+37%	+$240K	0.66%	39
2025 Q1	$631K	Buy	23,840 +3,663	+18%	+$97.4K	0.47%	48
2024 Q4	$528K	Buy	20,177 +10,667	+112%	+$290K	0.44%	46
2024 Q3	$268K	Buy	+9,510	New	+$255K	0.23%	66

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return