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 Q3	$526K	Buy	10,051 +23	+0.2%	+$1.21K	0.23%	49
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%	+$1.2K	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

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

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

AWA

Aquire Wealth Advisors South Jordan, Utah $443M AUM 13.23% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $375M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

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

tru Independence's DFAU Position: Q3 2026 in Review

tru Independence increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.23% in Q3 2026, buying an estimated $1.21K and bringing the position to 10,051 shares worth $526K. The position accounts for 0.23% of the portfolio, ranked #49.

tru Independence first reported a position in DFAU in Q1 2022 and has held it in 19 quarters since. 202 funds tracked by Wall St. Rank hold DFAU as of Q3 2026.

tru Independence held 10,051 shares of Dimensional US Core Equity Market ETF worth $526K as of Q3 2026.
tru Independence bought 23 Dimensional US Core Equity Market ETF shares in Q3 2026, an estimated $1.21K.
Dimensional US Core Equity Market ETF made up 0.23% of tru Independence's portfolio in Q3 2026, its #49 holding.
tru Independence first reported a position in Dimensional US Core Equity Market ETF in Q1 2022 and has held it in 19 quarters since.
202 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2026.

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