TIAM2
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Tru Independence Asset Management 2’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Tru Independence Asset Management 2’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
39,131
+871
+2% +$31.8K 0.86% 29
2025
Q4 		$1.29M Buy
38,260
+3,262
+9% +$108K 0.81% 31
2025
Q3 		$1.12M Buy
34,998
+1,351
+4% +$41.9K 0.73% 34
2025
Q2 		$1.01M Buy
33,647
+3,776
+13% +$105K 0.69% 36
2025
Q1 		$808K Buy
29,871
+7,758
+35% +$208K 0.6% 38
2024
Q4 		$580K Buy
22,113
+14,999
+211% +$411K 0.48% 42
2024
Q3 		$202K Buy
+7,114
New +$195K 0.17% 77

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Tru Independence Asset Management 2 increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 2.3% in Q1 2026, buying an estimated $31.8K and bringing the position to 39,131 shares worth $1.4M. The position accounts for 0.86% of the portfolio, ranked #29.

Tru Independence Asset Management 2 first reported a position in DFEV in Q3 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold DFEV as of Q1 2026.

  • Tru Independence Asset Management 2 held 39,131 shares of Dimensional Emerging Markets Value ETF worth $1.4M as of Q1 2026.
  • Tru Independence Asset Management 2 bought 871 Dimensional Emerging Markets Value ETF shares in Q1 2026, an estimated $31.8K.
  • Dimensional Emerging Markets Value ETF made up 0.86% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #29 holding.
  • Tru Independence Asset Management 2 first reported a position in Dimensional Emerging Markets Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q1 2026.

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