Tru Independence Asset Management 2’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	22,821 -1,690	-7%	-$88.7K	0.68%	38
2026 Q1	$1.19M	Sell	24,511 -112	-0.5%	-$5.49K	0.73%	37
2025 Q4	$1.15M	Sell	24,623 -2,715	-10%	-$123K	0.72%	38
2025 Q3	$1.22M	Sell	27,338 -937	-3%	-$40.8K	0.8%	32
2025 Q2	$1.2M	Sell	28,275 -6,126	-18%	-$246K	0.82%	33
2025 Q1	$1.42M	Sell	34,401 -2,470	-7%	-$104K	1.06%	26
2024 Q4	$1.51M	Sell	36,871 -11,166	-23%	-$474K	1.26%	25
2024 Q3	$2M	Buy	+48,037	New	+$1.94M	1.69%	17

Other funds holding DFUV

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

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

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

IFA

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

FPAS

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

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

Tru Independence Asset Management 2 reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 6.9% in Q2 2026, selling an estimated $88.7K and leaving 22,821 shares worth $1.26M. The position accounts for 0.68% of the portfolio, ranked #38.

Tru Independence Asset Management 2 first reported a position in DFUV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2M in Q3 2024. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Tru Independence Asset Management 2 held 22,821 shares of Dimensional US Marketwide Value ETF worth $1.26M as of Q2 2026.
Tru Independence Asset Management 2 sold 1,690 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $88.7K.
Dimensional US Marketwide Value ETF made up 0.68% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #38 holding.
Tru Independence Asset Management 2 first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 8 quarters since.
Tru Independence Asset Management 2's Dimensional US Marketwide Value ETF position peaked at $2M in Q3 2024.
800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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