Tru Independence Asset Management 2’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$408K	Sell	9,881 -2,286	-19%	-$95.7K	0.22%	69
2026 Q1	$508K	Hold	12,167	–	–	0.31%	53
2025 Q4	$506K	Sell	12,167 -1,808	-13%	-$76.1K	0.32%	54
2025 Q3	$590K	Sell	13,975 -6,048	-30%	-$255K	0.39%	53
2025 Q2	$837K	Sell	20,023 -19,475	-49%	-$809K	0.57%	45
2025 Q1	$1.66M	Sell	39,498 -15,139	-28%	-$625K	1.24%	24
2024 Q4	$2.21M	Sell	54,637 -53,947	-50%	-$2.23M	1.84%	17
2024 Q3	$4.59M	Buy	+108,584	New	+$4.52M	3.87%	7

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

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

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

Tru Independence Asset Management 2 reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 19% in Q2 2026, selling an estimated $95.7K and leaving 9,881 shares worth $408K. The position accounts for 0.22% of the portfolio, ranked #69.

Tru Independence Asset Management 2 first reported a position in DFIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.59M in Q3 2024. 170 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

Tru Independence Asset Management 2 held 9,881 shares of Dimensional Inflation-Protected Securities ETF worth $408K as of Q2 2026.
Tru Independence Asset Management 2 sold 2,286 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $95.7K.
Dimensional Inflation-Protected Securities ETF made up 0.22% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #69 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional Inflation-Protected Securities ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional Inflation-Protected Securities ETF position peaked at $4.59M in Q3 2024.
170 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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