tru Independence
DFUV icon

tru Independence’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

tru Independence’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$990K Sell
18,000
-490
-3% -$27.5K 0.42% 29
2026
Q2 		$1.02M Buy
18,490
+33
+0.2% +$1.73K 0.44% 28
2026
Q1 		$894K Buy
18,457
+35
+0.2% +$1.72K 0.44% 30
2025
Q4 		$858K Buy
18,422
+34
+0.2% +$1.54K 0.22% 67
2025
Q3 		$822K Buy
18,388
+43
+0.2% +$1.87K 0.21% 68
2025
Q2 		$776K Buy
18,345
+45
+0.2% +$1.81K 0.22% 64
2025
Q1 		$754K Buy
18,300
+38
+0.2% +$1.6K 0.23% 62
2024
Q4 		$747K Sell
18,262
-3,590
-16% -$152K 0.23% 62
2024
Q3 		$911K Sell
21,852
-1,700
-7% -$68.7K 0.27% 62
2024
Q2 		$925K Buy
23,552
+67
+0.3% +$2.65K 0.28% 63
2024
Q1 		$961K Buy
23,485
+53
+0.2% +$2.02K 0.28% 65
2023
Q4 		$872K Sell
23,432
-2,929
-11% -$101K 0.26% 69
2023
Q3 		$897K Sell
26,361
-6
-0% -$210 0.31% 68
2023
Q2 		$910K Sell
26,367
-1,576
-6% -$52.7K 0.3% 70
2023
Q1 		$936K Hold
27,943
– – 0.3% 72
2022
Q4 		$936K Sell
27,943
-3
-0% -$100 0.3% 68
2022
Q3 		$827K Buy
27,946
+11,903
+74% +$387K 0.29% 68
2022
Q2 		$507K Buy
+16,043
New +$534K 0.16% 89

Other funds holding DFUV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Schoolcraft Capital
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
Porter White Investment Advisors
Porter White Investment Advisors Birmingham, Alabama $161M AUM 13.97% 1-Year Est. Return
Disciplined Equity Management
Disciplined Equity Management Neptune Beach, Florida $227M AUM 20.15% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

tru Independence's DFUV Position: Q3 2026 in Review

tru Independence reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.7% in Q3 2026, selling an estimated $27.5K and leaving 18,000 shares worth $990K. The position accounts for 0.42% of the portfolio, ranked #29.

tru Independence first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q2 2026. 221 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • tru Independence held 18,000 shares of Dimensional US Marketwide Value ETF worth $990K as of Q3 2026.
  • tru Independence sold 490 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $27.5K.
  • Dimensional US Marketwide Value ETF made up 0.42% of tru Independence's portfolio in Q3 2026, its #29 holding.
  • tru Independence first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
  • tru Independence's Dimensional US Marketwide Value ETF position peaked at $1.02M in Q2 2026.
  • 221 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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