Tru Independence Asset Management 2’s Dimensional International Value ETF DFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	19,740 +3	+0%	+$159	0.64%	43
2025 Q4	$985K	Sell	19,737 -3,212	-14%	-$153K	0.62%	42
2025 Q3	$1.06M	Sell	22,949 -3,568	-13%	-$160K	0.7%	38
2025 Q2	$1.14M	Sell	26,517 -9,202	-26%	-$375K	0.78%	34
2025 Q1	$1.41M	Sell	35,719 -13,071	-27%	-$499K	1.05%	28
2024 Q4	$1.73M	Sell	48,790 -26,474	-35%	-$971K	1.44%	21
2024 Q3	$2.87M	Buy	+75,264	New	+$2.78M	2.41%	14

Other funds holding DFIV

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Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth

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

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

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return