tru Independence’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

tru Independence’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$16.4M	Buy	397,000 +9,207	+2%	+$390K	7.03%	5
2026 Q2	$16M	Buy	387,793 +2,436	+0.6%	+$100K	7%	5
2026 Q1	$15M	Sell	385,357 -3,863	-1%	-$155K	7.42%	5
2025 Q4	$14.8M	Buy	389,220 +12,864	+3%	+$477K	3.74%	5
2025 Q3	$13.7M	Buy	376,356 +14,251	+4%	+$504K	3.55%	5
2025 Q2	$12.5M	Buy	362,105 +2,930	+0.8%	+$96K	3.62%	5
2025 Q1	$11.2M	Sell	359,175 -121,580	-25%	-$3.75M	3.48%	5
2024 Q4	$14M	Buy	480,755 +23,645	+5%	+$717K	4.41%	1
2024 Q3	$14.5M	Buy	457,110 +41,054	+10%	+$1.26M	4.25%	1
2024 Q2	$12.3M	Buy	416,056 +17,278	+4%	+$519K	3.73%	1
2024 Q1	$12.1M	Sell	398,778 -85,065	-18%	-$2.46M	3.55%	1
2023 Q4	$13.9M	Buy	483,843 +130,155	+37%	+$3.48M	4.21%	1
2023 Q3	$9.23M	Buy	353,688 +21,352	+6%	+$580K	3.2%	2
2023 Q2	$9.08M	Buy	332,336 +8,378	+3%	+$229K	2.99%	2
2023 Q1	$8.73M	Buy	323,958 +21,360	+7%	+$567K	2.81%	1
2022 Q4	$7.58M	Buy	302,598 +7,646	+3%	+$184K	2.46%	2
2022 Q3	$6.36M	Buy	294,952 +24,336	+9%	+$586K	2.25%	4
2022 Q2	$6.53M	Buy	270,616 +21,232	+9%	+$557K	2.1%	6
2022 Q1	$7.02M	Buy	249,384 +106,434	+74%	+$3.03M	1.9%	7
2021 Q4	$4.23M	Buy	142,950 +8,268	+6%	+$243K	1.15%	44
2021 Q3	$3.89M	Buy	134,682 +5,477	+4%	+$162K	1.09%	49
2021 Q2	$3.78M	Buy	129,205 +3,345	+3%	+$98.1K	1.11%	48
2021 Q1	$3.51M	Buy	+125,860	New	+$3.47M	0.66%	61

Other funds holding DFAI

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

tru Independence's DFAI Position: Q3 2026 in Review

tru Independence increased its Dimensional International Core Equity Market ETF (DFAI) stake by 2.4% in Q3 2026, buying an estimated $390K and bringing the position to 397,000 shares worth $16.4M. The position accounts for 7.03% of the portfolio, ranked #5.

tru Independence first reported a position in DFAI in Q1 2021 and has held it in 23 quarters since. 191 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

tru Independence held 397,000 shares of Dimensional International Core Equity Market ETF worth $16.4M as of Q3 2026.
tru Independence bought 9,207 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $390K.
Dimensional International Core Equity Market ETF made up 7.03% of tru Independence's portfolio in Q3 2026, its #5 holding.
tru Independence first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
191 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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