Tru Independence Asset Management 2, LLC Reduced Holdings in Q2 2025

Tru Independence Asset Management 2, LLC

  • $130 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-28K
- 17.77%
$41.1 - $42.37 $1.15M - $1.18M
129K $5.47M
DISV
Dimensional ETF Tr Dimensional

ETFs
-36.3K
- 37.6%
$25.93 - $32.91 $941K - $1.19M
60.2K $1.98M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-19.5K
- 49.31%
$41.11 - $42.42 $801K - $826K
20K $837K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-15.7K
- 10.46%
$47.09 - $48.01 $741K - $755K
135K $6.46M
DFAI
Dimensional ETF Tr

ETFs
-13.1K
- 37.05%
$28.02 - $34.71 $366K - $454K
22.2K $767K
DFIV
Dimensional ETF Tr

ETFs
-9.2K
- 25.76%
$34.67 - $43.21 $319K - $398K
26.5K $1.14M
DFAE
Dimensional ETF Tr

ETFs
-15K
- 22.15%
$22.87 - $28.95 $344K - $435K
52.8K $1.53M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.13K
- 17.81%
$36.25 - $42.28 $222K - $259K
28.3K $1.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-11.2K
- 10.4%
$24.21 - $29.47 $271K - $330K
96.5K $2.84M
EPD
Enterprise Products Partners L.P.

Energy
-3K
- 9.55%
$28.95 - $34.22 $86.9K - $103K
28.4K $880K
WMT
Walmart Inc.

Consumer Defensive
-1.59K
- 26.05%
$81.79 - $99.98 $130K - $158K
4.5K $440K
SPY
Spdr S&P 500 ETF Trust

ETFs
-270
- 19.27%
$496.48 - $617.85 $134K - $167K
1.13K $698K
QCOM
Qualcomm Inc

Technology
-320
- 14.0%
$124.66 - $159.48 $39.9K - $51K
1.97K $313K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.84K
- 6.67%
$44.8 - $53.97 $82.2K - $99K
25.7K $1.38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.01K
- 14.42%
$24.38 - $30.18 $48.9K - $60.5K
11.9K $358K
Dimensional ETF Trust
-1.28K
- 1.83%
N/A
68.7K $0
Dimensional ETF Trust
-77.6K
- 56.59%
N/A
59.5K $0
ZM
Zoom Video Communications, Inc.

Technology
-110
- 2.37%
$66.7 - $84.62 $7.34K - $9.31K
4.52K $352K
DIHP
Dimensional ETF Tr Dimensional

ETFs
-1.66K
- 5.14%
$24.32 - $29.74 $40.3K - $49.2K
30.6K $901K
DIS
Walt Disney CO

Communication Services
-731
- 8.41%
$81.72 - $124.01 $59.7K - $90.7K
7.96K $986K
MSFT
Microsoft Corp

Technology
-386
- 9.29%
$354.56 - $497.45 $137K - $192K
3.77K $1.87M
META
Meta Platforms, Inc.

Communication Services
-150
- 5.08%
$484.66 - $738.09 $72.7K - $111K
2.81K $2.07M
COIN
Coinbase Global, Inc.

Technology
-184
- 7.38%
$151.47 - $375.07 $27.9K - $69K
2.31K $809K
Activity Summary
Buys All Purchases 49 New Holdings 12 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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