tru Independence’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

tru Independence’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$452K	Buy	10,028 +24	+0.2%	+$1.13K	0.22%	53
2025 Q4	$468K	Buy	10,004 +26	+0.3%	+$1.21K	0.12%	88
2025 Q3	$457K	Buy	9,978 +26	+0.3%	+$1.15K	0.12%	91
2025 Q2	$422K	Buy	9,952 +28	+0.3%	+$1.1K	0.12%	88
2025 Q1	$381K	Buy	9,924 +22	+0.2%	+$892	0.12%	88
2024 Q4	$401K	Buy	9,902 +31	+0.3%	+$1.27K	0.13%	83
2024 Q3	$392K	Buy	9,871 +28	+0.3%	+$1.07K	0.11%	87
2024 Q2	$369K	Buy	9,843 +18	+0.2%	+$654	0.11%	85
2024 Q1	$359K	Buy	9,825 +20	+0.2%	+$693	0.11%	90
2023 Q4	$326K	Buy	9,805 +40	+0.4%	+$1.24K	0.1%	93
2023 Q3	$292K	Buy	9,765 +34	+0.3%	+$1.06K	0.1%	103
2023 Q2	$302K	Buy	9,731 +33	+0.3%	+$968	0.1%	103
2023 Q1	$279K	Buy	9,698 +30	+0.3%	+$848	0.09%	104
2022 Q4	$261K	Buy	9,668 +41	+0.4%	+$1.11K	0.08%	98
2022 Q3	$242K	Buy	9,627 +38	+0.4%	+$1.06K	0.09%	104
2022 Q2	$253K	Buy	9,589 +32	+0.3%	+$919	0.08%	113
2022 Q1	$301K	Buy	+9,557	New	+$297K	0.08%	123

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM