Truist Financial
DFAT icon

Truist Financial’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Truist Financial’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.8M Buy
355,243
+48,430
+16% +$3.24M 0.03% 378
2026
Q1 		$19.2M Buy
306,813
+16,739
+6% +$1.06M 0.03% 420
2025
Q4 		$17.3M Sell
290,074
-3,077
-1% -$180K 0.02% 444
2025
Q3 		$17.1M Buy
293,151
+1,575
+0.5% +$89.7K 0.02% 452
2025
Q2 		$15.7M Buy
291,576
+1,638
+0.6% +$83.4K 0.02% 467
2025
Q1 		$14.9M Sell
289,938
-778
-0.3% -$42.8K 0.02% 465
2024
Q4 		$16.2M Buy
290,716
+6,768
+2% +$387K 0.03% 443
2024
Q3 		$15.8M Buy
283,948
+5,522
+2% +$299K 0.02% 456
2024
Q2 		$14.4M Buy
278,426
+14,895
+6% +$781K 0.02% 485
2024
Q1 		$14.3M Buy
263,531
+29,230
+12% +$1.5M 0.02% 509
2023
Q4 		$12.3M Buy
234,301
+16,374
+8% +$765K 0.02% 535
2023
Q3 		$9.96M Buy
217,927
+21,988
+11% +$1.04M 0.02% 590
2023
Q2 		$9.09M Buy
195,939
+41,924
+27% +$1.84M 0.02% 616
2023
Q1 		$6.85M Sell
154,015
-7,228
-4% -$335K 0.01% 714
2022
Q4 		$7.09M Buy
161,243
+2,023
+1% +$88.9K 0.01% 693
2022
Q3 		$6.21M Buy
159,220
+21,478
+16% +$916K 0.01% 707
2022
Q2 		$5.54M Buy
137,742
+1,799
+1% +$78.9K 0.01% 770
2022
Q1 		$6.33M Buy
135,943
+100,076
+279% +$4.66M 0.01% 796
2021
Q4 		$1.7M Sell
35,867
-749
-2% -$35.2K ﹤0.01% 1369
2021
Q3 		$1.63M Sell
36,616
-1,342
-4% -$59.5K ﹤0.01% 1365
2021
Q2 		$1.7M Buy
+37,958
New +$1.71M ﹤0.01% 1374

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial's DFAT Position: Q2 2026 in Review

Truist Financial increased its Dimensional US Targeted Value ETF (DFAT) stake by 16% in Q2 2026, buying an estimated $3.24M and bringing the position to 355,243 shares worth $24.8M. The position accounts for 0.03% of the portfolio, ranked #378.

Truist Financial first reported a position in DFAT in Q2 2021 and has held it in 21 quarters since. 572 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Truist Financial held 355,243 shares of Dimensional US Targeted Value ETF worth $24.8M as of Q2 2026.
  • Truist Financial bought 48,430 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $3.24M.
  • Dimensional US Targeted Value ETF made up 0.03% of Truist Financial's portfolio in Q2 2026, its #378 holding.
  • Truist Financial first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 572 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.