TI
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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
Q2 		$518K Hold
10,028
– – 0.23% 50
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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

tru Independence's DFAU Position: Q2 2026 in Review

tru Independence held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 10,028 shares worth $518K. The position accounts for 0.23% of the portfolio, ranked #50.

tru Independence first reported a position in DFAU in Q1 2022 and has held it in 18 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • tru Independence held 10,028 shares of Dimensional US Core Equity Market ETF worth $518K as of Q2 2026.
  • tru Independence left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up 0.23% of tru Independence's portfolio in Q2 2026, its #50 holding.
  • tru Independence first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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