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tru Independence’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

tru Independence’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.5M Buy
528,063
+20,029
+4% +$807K 10.15% 1
2025
Q4 		$20.1M Buy
508,034
+27,770
+6% +$1.08M 5.07% 1
2025
Q3 		$18.5M Buy
480,264
+19,483
+4% +$727K 4.81% 1
2025
Q2 		$16.5M Buy
460,781
+8,918
+2% +$297K 4.78% 1
2025
Q1 		$14.9M Buy
451,863
+135,794
+43% +$4.71M 4.63% 1
2024
Q4 		$10.9M Buy
316,069
+8,601
+3% +$303K 3.43% 4
2024
Q3 		$10.5M Buy
307,468
+34,115
+12% +$1.13M 3.09% 4
2024
Q2 		$8.81M Buy
273,353
+22,078
+9% +$696K 2.66% 4
2024
Q1 		$8.03M Buy
251,275
+97,599
+64% +$2.95M 2.36% 5
2023
Q4 		$4.49M Buy
153,676
+99,663
+185% +$2.7M 1.36% 37
2023
Q3 		$1.42M Buy
54,013
+9,957
+23% +$272K 0.49% 60
2023
Q2 		$1.2M Buy
44,056
+7,024
+19% +$181K 0.39% 61
2023
Q1 		$944K Buy
37,032
+15,776
+74% +$400K 0.3% 71
2022
Q4 		$516K Buy
+21,256
New +$517K 0.17% 82

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

tru Independence's DFAC Position: Q1 2026 in Review

tru Independence increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 3.9% in Q1 2026, buying an estimated $807K and bringing the position to 528,063 shares worth $20.5M. The position accounts for 10.15% of the portfolio, ranked #1.

tru Independence first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • tru Independence held 528,063 shares of Dimensional US Core Equity 2 ETF worth $20.5M as of Q1 2026.
  • tru Independence bought 20,029 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $807K.
  • Dimensional US Core Equity 2 ETF made up 10.15% of tru Independence's portfolio in Q1 2026, its #1 holding.
  • tru Independence first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.