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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
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% +$1.59K 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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

tru Independence's DFUV Position: Q1 2026 in Review

tru Independence increased its Dimensional US Marketwide Value ETF (DFUV) stake by 0.19% in Q1 2026, buying an estimated $1.72K and bringing the position to 18,457 shares worth $894K. The position accounts for 0.44% of the portfolio, ranked #30.

tru Independence first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $961K in Q1 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • tru Independence held 18,457 shares of Dimensional US Marketwide Value ETF worth $894K as of Q1 2026.
  • tru Independence bought 35 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $1.72K.
  • Dimensional US Marketwide Value ETF made up 0.44% of tru Independence's portfolio in Q1 2026, its #30 holding.
  • tru Independence first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • tru Independence's Dimensional US Marketwide Value ETF position peaked at $961K in Q1 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.