Truist Financial’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Truist Financial’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$20.4M	Buy	508,686 +52,840	+12%	+$2.19M	0.02%	439
2026 Q2	$19.2M	Buy	455,846 +86,798	+24%	+$3.67M	0.02%	448
2026 Q1	$15.6M	Buy	369,048 +39,665	+12%	+$1.69M	0.02%	475
2025 Q4	$14M	Buy	329,383 +33,519	+11%	+$1.44M	0.02%	503
2025 Q3	$12.7M	Buy	295,864 +9,636	+3%	+$409K	0.02%	538
2025 Q2	$12.1M	Buy	286,228 +14,187	+5%	+$592K	0.02%	533
2025 Q1	$11.4M	Buy	272,041 +18,056	+7%	+$752K	0.02%	520
2024 Q4	$10.5M	Buy	253,985 +35,587	+16%	+$1.5M	0.02%	558
2024 Q3	$9.43M	Buy	218,398 +82,694	+61%	+$3.53M	0.01%	605
2024 Q2	$5.64M	Buy	135,704 +18,621	+16%	+$772K	0.01%	812
2024 Q1	$4.91M	Buy	117,083 +77,126	+193%	+$3.24M	0.01%	886
2023 Q4	$1.69M	Sell	39,957 -127,758	-76%	-$5.23M	﹤0.01%	1350
2023 Q3	$6.77M	Buy	167,715 +23,585	+16%	+$973K	0.01%	733
2023 Q2	$6.01M	Buy	144,130 +51,360	+55%	+$2.17M	0.01%	769
2023 Q1	$3.94M	Buy	+92,770	New	+$3.92M	0.01%	924

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Truist Financial's DFCF Position: Q3 2026 in Review

Truist Financial increased its Dimensional Core Fixed Income ETF (DFCF) stake by 12% in Q3 2026, buying an estimated $2.19M and bringing the position to 508,686 shares worth $20.4M. The position accounts for 0.02% of the portfolio, ranked #439.

Truist Financial first reported a position in DFCF in Q1 2023 and has held it in 15 quarters since. 411 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Truist Financial held 508,686 shares of Dimensional Core Fixed Income ETF worth $20.4M as of Q3 2026.
Truist Financial bought 52,840 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $2.19M.
Dimensional Core Fixed Income ETF made up 0.02% of Truist Financial's portfolio in Q3 2026, its #439 holding.
Truist Financial first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
411 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.