tru Independence
DFAE icon

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
Q3 		$573K Sell
14,567
-97
-0.7% -$3.79K 0.24% 46
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Ledyard National Bank
Ledyard National Bank $1.27B AUM 18.28% 1-Year Est. Return

tru Independence's DFAE Position: Q3 2026 in Review

tru Independence reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.66% in Q3 2026, selling an estimated $3.79K and leaving 14,567 shares worth $573K. The position accounts for 0.24% of the portfolio, ranked #46.

tru Independence first reported a position in DFAE in Q1 2023 and has held it in 15 quarters since. The position peaked at $6.37M in Q3 2024. 205 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

  • tru Independence held 14,567 shares of Dimensional Emerging Core Equity Market ETF worth $573K as of Q3 2026.
  • tru Independence sold 97 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $3.79K.
  • Dimensional Emerging Core Equity Market ETF made up 0.24% of tru Independence's portfolio in Q3 2026, its #46 holding.
  • tru Independence first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2023 and has held it in 15 quarters since.
  • tru Independence's Dimensional Emerging Core Equity Market ETF position peaked at $6.37M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.