TI
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tru Independence’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

tru Independence’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$590K Sell
14,664
-684
-4% -$26.5K 0.26% 44
2026
Q1 		$520K Sell
15,348
-2,313
-13% -$80.9K 0.26% 47
2025
Q4 		$575K Sell
17,661
-5,773
-25% -$186K 0.15% 77
2025
Q3 		$739K Sell
23,434
-1,682
-7% -$50.7K 0.19% 73
2025
Q2 		$727K Sell
25,116
-5,605
-18% -$150K 0.21% 67
2025
Q1 		$795K Sell
30,721
-211,555
-87% -$5.49M 0.25% 61
2024
Q4 		$6.15M Buy
242,276
+9,715
+4% +$257K 1.93% 15
2024
Q3 		$6.37M Buy
232,561
+19,348
+9% +$505K 1.87% 18
2024
Q2 		$5.52M Buy
213,213
+3,794
+2% +$96.2K 1.67% 25
2024
Q1 		$5.18M Sell
209,419
-51,240
-20% -$1.23M 1.52% 33
2023
Q4 		$6.28M Buy
260,659
+137,429
+112% +$3.14M 1.91% 12
2023
Q3 		$2.78M Buy
123,230
+18,322
+17% +$432K 0.96% 47
2023
Q2 		$2.46M Buy
104,908
+5,519
+6% +$128K 0.81% 49
2023
Q1 		$2.29M Buy
+99,389
New +$2.29M 0.74% 53

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

tru Independence's DFAE Position: Q2 2026 in Review

tru Independence reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 4.5% in Q2 2026, selling an estimated $26.5K and leaving 14,664 shares worth $590K. The position accounts for 0.26% of the portfolio, ranked #44.

tru Independence first reported a position in DFAE in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.37M in Q3 2024. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • tru Independence held 14,664 shares of Dimensional Emerging Core Equity Market ETF worth $590K as of Q2 2026.
  • tru Independence sold 684 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $26.5K.
  • Dimensional Emerging Core Equity Market ETF made up 0.26% of tru Independence's portfolio in Q2 2026, its #44 holding.
  • tru Independence first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • tru Independence's Dimensional Emerging Core Equity Market ETF position peaked at $6.37M in Q3 2024.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.