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 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 $3.26B AUM 12.5% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return