Dimensional Fund Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358M | Buy |
8,324,381
+293,483
| +4% | +$12.6M | 0.08% | 223 |
|
|
2025
Q1 | $330M | Buy |
8,030,898
+408,726
| +5% | +$16.8M | 0.08% | 231 |
|
|
2024
Q4 | $331M | Sell |
7,622,172
-642,466
| -8% | -$27.9M | 0.08% | 237 |
|
|
2024
Q3 | $353M | Sell |
8,264,638
-667,623
| -7% | -$28.6M | 0.09% | 209 |
|
|
2024
Q2 | $347M | Buy |
8,932,261
+299,196
| +3% | +$11.6M | 0.09% | 174 |
|
|
2024
Q1 | $337M | Sell |
8,633,065
-98,473
| -1% | -$3.84M | 0.09% | 188 |
|
|
2023
Q4 | $322M | Buy |
8,731,538
+883,416
| +11% | +$32.6M | 0.09% | 176 |
|
|
2023
Q3 | $225M | Buy |
7,848,122
+375,284
| +5% | +$10.7M | 0.07% | 278 |
|
|
2023
Q2 | $227M | Sell |
7,472,838
-35,432
| -0.5% | -$1.08M | 0.07% | 281 |
|
|
2023
Q1 | $256M | Buy |
7,508,270
+46,271
| +0.6% | +$1.58M | 0.09% | 220 |
|
|
2022
Q4 | $321K | Buy |
7,461,999
+159,748
| +2% | +$6.87K | 0.09% | 155 |
|
|
2022
Q3 | $318M | Buy |
7,302,251
+85,822
| +1% | +$3.74M | 0.12% | 128 |
|
|
2022
Q2 | $342M | Buy |
7,216,429
+186,274
| +3% | +$8.83M | 0.12% | 136 |
|
|
2022
Q1 | $399M | Buy |
7,030,155
+6,863
| +0.1% | +$389K | 0.12% | 128 |
|
|
2021
Q4 | $411M | Sell |
7,023,292
-116,003
| -2% | -$6.79M | 0.12% | 118 |
|
|
2021
Q3 | $419M | Sell |
7,139,295
-85,584
| -1% | -$5.02M | 0.13% | 108 |
|
|
2021
Q2 | $401M | Sell |
7,224,879
-108,250
| -1% | -$6.01M | 0.13% | 114 |
|
|
2021
Q1 | $428M | Sell |
7,333,129
-48,749
| -0.7% | -$2.84M | 0.14% | 98 |
|
|
2020
Q4 | $354M | Buy |
7,381,878
+46,506
| +0.6% | +$2.23M | 0.13% | 106 |
|
|
2020
Q3 | $279M | Sell |
7,335,372
-626,687
| -8% | -$23.8M | 0.12% | 123 |
|
|
2020
Q2 | $299M | Sell |
7,962,059
-706,984
| -8% | -$26.5M | 0.13% | 103 |
|
|
2020
Q1 | $267M | Sell |
8,669,043
-325,557
| -4% | -$10M | 0.14% | 99 |
|
|
2019
Q4 | $507M | Buy |
8,994,600
+4,138,420
| +85% | +$233M | 0.18% | 57 |
|
|
2019
Q3 | $259M | Sell |
4,856,180
-25,891
| -0.5% | -$1.38M | 0.1% | 142 |
|
|
2019
Q2 | $240M | Sell |
4,882,071
-650
| -0% | -$31.9K | 0.09% | 165 |
|
|
2019
Q1 | $227M | Buy |
4,882,721
+52,063
| +1% | +$2.42M | 0.09% | 168 |
|
|
2018
Q4 | $209M | Sell |
4,830,658
-11,669
| -0.2% | -$505K | 0.09% | 160 |
|
|
2018
Q3 | $235M | Sell |
4,842,327
-29,523
| -0.6% | -$1.43M | 0.09% | 178 |
|
|
2018
Q2 | $246M | Sell |
4,871,850
-15,190
| -0.3% | -$766K | 0.1% | 151 |
|
|
2018
Q1 | $254M | Sell |
4,887,040
-43,824
| -0.9% | -$2.28M | 0.11% | 148 |
|
|
2017
Q4 | $245M | Sell |
4,930,864
-87,753
| -2% | -$4.36M | 0.1% | 165 |
|
|
2017
Q3 | $236M | Buy |
5,018,617
+210,807
| +4% | +$9.89M | 0.1% | 159 |
|
|
2017
Q2 | $218M | Buy |
4,807,810
+31,944
| +0.7% | +$1.45M | 0.1% | 168 |
|
|
2017
Q1 | $214M | Buy |
4,775,866
+187,281
| +4% | +$8.37M | 0.1% | 165 |
|
|
2016
Q4 | $216M | Buy |
4,588,585
+327,849
| +8% | +$15.4M | 0.11% | 146 |
|
|
2016
Q3 | $161M | Buy |
4,260,736
+151,989
| +4% | +$5.73M | 0.09% | 211 |
|
|
2016
Q2 | $146M | Buy |
4,108,747
+429,035
| +12% | +$15.3M | 0.08% | 214 |
|
|
2016
Q1 | $122M | Buy |
3,679,712
+4,289
| +0.1% | +$143K | 0.07% | 276 |
|
|
2015
Q4 | $139M | Sell |
3,675,423
-1,444,310
| -28% | -$54.6M | 0.09% | 219 |
|
|
2015
Q3 | $182M | Buy |
5,119,733
+2,365,258
| +86% | +$84.2M | 0.12% | 124 |
|
|
2015
Q2 | $111M | Buy |
2,754,475
+377,914
| +16% | +$15.2M | 0.07% | 328 |
|
|
2015
Q1 | $92.7M | Buy |
2,376,561
+266,886
| +13% | +$10.4M | 0.06% | 389 |
|
|
2014
Q4 | $82.1M | Buy |
2,109,675
+256,744
| +14% | +$9.99M | 0.05% | 411 |
|
|
2014
Q3 | $69M | Buy |
1,852,931
+16,161
| +0.9% | +$601K | 0.05% | 468 |
|
|
2014
Q2 | $72.4M | Sell |
1,836,770
-4,550
| -0.2% | -$179K | 0.05% | 458 |
|
|
2014
Q1 | $74M | Buy |
1,841,320
+343,634
| +23% | +$13.8M | 0.06% | 403 |
|
|
2013
Q4 | $55.9M | Buy |
1,497,686
+40,300
| +3% | +$1.5M | 0.04% | 537 |
|
|
2013
Q3 | $49.2M | Sell |
1,457,386
-581
| -0% | -$19.6K | 0.04% | 544 |
|
|
2013
Q2 | $49.4M | Buy |
+1,457,967
| New | +$49.4M | 0.05% | 492 |
|