Tru Independence Asset Management 2’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.3M	Sell	85,061 -6,333	-7%	-$237K	1.79%	18
2026 Q1	$3.2M	Buy	91,394 +117	+0.1%	+$4.13K	1.97%	16
2025 Q4	$3M	Buy	91,277 +5,674	+7%	+$182K	1.88%	17
2025 Q3	$2.73M	Sell	85,603 -10,858	-11%	-$339K	1.79%	18
2025 Q2	$2.84M	Sell	96,461 -11,194	-10%	-$310K	1.94%	18
2025 Q1	$3.03M	Sell	107,655 -7,147	-6%	-$216K	2.27%	13
2024 Q4	$3.53M	Sell	114,802 -42,848	-27%	-$1.36M	2.94%	8
2024 Q3	$4.86M	Buy	+157,650	New	+$4.72M	4.09%	6

Other funds holding DFSV

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Tru Independence Asset Management 2 reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 6.9% in Q2 2026, selling an estimated $237K and leaving 85,061 shares worth $3.3M. The position accounts for 1.79% of the portfolio, ranked #18.

Tru Independence Asset Management 2 first reported a position in DFSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q3 2024. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Tru Independence Asset Management 2 held 85,061 shares of Dimensional US Small Cap Value ETF worth $3.3M as of Q2 2026.
Tru Independence Asset Management 2 sold 6,333 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $237K.
Dimensional US Small Cap Value ETF made up 1.79% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #18 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional US Small Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional US Small Cap Value ETF position peaked at $4.86M in Q3 2024.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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