Ownership history in tru Independence LLC · 13 quarters on record
This page tracks every 13F SEC filing in which tru Independence LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 508,034 | +27,770 | +5.8% | 5.07% | $20.1M | $39.59 |
| 2025 Q3 | ADDED | 480,264 | +19,483 | +4.2% | 4.81% | $18.5M | $38.48 |
| 2025 Q2 | ADDED | 460,781 | +8,918 | +2.0% | 4.78% | $16.5M | $35.66 |
| 2025 Q1 | ADDED | 451,863 | +135,794 | +43.0% | 4.63% | $14.9M | $32.72 |
| 2024 Q4 | ADDED | 316,069 | +8,601 | +2.8% | 3.43% | $10.9M | $34.23 |
| 2024 Q3 | ADDED | 307,468 | +34,115 | +12.5% | 3.09% | $10.5M | $33.84 |
| 2024 Q2 | ADDED | 273,353 | +22,078 | +8.8% | 2.66% | $8.8M | $31.72 |
| 2024 Q1 | ADDED | 251,275 | +97,599 | +63.5% | 2.36% | $8.0M | $31.35 |
| 2023 Q4 | ADDED | 153,676 | +99,663 | +184.5% | 1.36% | $4.5M | $28.62 |
| 2023 Q3 | ADDED | 54,013 | +9,957 | +22.6% | 0.49% | $1.4M | $25.56 |
As of 2025 Q4 — sorted by position size