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 Q2	$800K	Sell	14,802 -4,938	-25%	-$271K	0.43%	47
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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Tru Independence Asset Management 2 reduced its Dimensional International Value ETF (DFIV) stake by 25% in Q2 2026, selling an estimated $271K and leaving 14,802 shares worth $800K. The position accounts for 0.43% of the portfolio, ranked #47.

Tru Independence Asset Management 2 first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.87M in Q3 2024. 894 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

Tru Independence Asset Management 2 held 14,802 shares of Dimensional International Value ETF worth $800K as of Q2 2026.
Tru Independence Asset Management 2 sold 4,938 Dimensional International Value ETF shares in Q2 2026, an estimated $271K.
Dimensional International Value ETF made up 0.43% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #47 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional International Value ETF position peaked at $2.87M in Q3 2024.
894 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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