Truist Financial
DFGP icon

Truist Financial’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Truist Financial’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.18M Sell
40,112
-11,842
-23% -$644K ﹤0.01% 1342
2026
Q1 		$2.8M Sell
51,954
-3,270
-6% -$178K ﹤0.01% 1131
2025
Q4 		$2.99M Sell
55,224
-1,892
-3% -$104K ﹤0.01% 1076
2025
Q3 		$3.17M Buy
57,116
+137
+0.2% +$7.52K ﹤0.01% 1115
2025
Q2 		$3.1M Sell
56,979
-332
-0.6% -$17.8K ﹤0.01% 1082
2025
Q1 		$3.06M Buy
57,311
+4,519
+9% +$240K ﹤0.01% 1029
2024
Q4 		$2.79M Buy
52,792
+1,456
+3% +$78.8K ﹤0.01% 1088
2024
Q3 		$2.83M Buy
51,336
+2,355
+5% +$128K ﹤0.01% 1083
2024
Q2 		$2.59M Buy
48,981
+6,850
+16% +$362K ﹤0.01% 1156
2024
Q1 		$2.25M Sell
42,131
-3,147
-7% -$167K ﹤0.01% 1229
2023
Q4 		$2.33M Buy
+45,278
New +$2.35M ﹤0.01% 1188

Other funds holding DFGP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Truist Financial's DFGP Position: Q2 2026 in Review

Truist Financial reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 23% in Q2 2026, selling an estimated $644K and leaving 40,112 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Truist Financial first reported a position in DFGP in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.17M in Q3 2025. 184 funds tracked by Wall St. Rank hold DFGP as of Q2 2026.

  • Truist Financial held 40,112 shares of Dimensional Global Core Plus Fixed Income ETF worth $2.18M as of Q2 2026.
  • Truist Financial sold 11,842 Dimensional Global Core Plus Fixed Income ETF shares in Q2 2026, an estimated $644K.
  • Dimensional Global Core Plus Fixed Income ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1342 holding.
  • Truist Financial first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Truist Financial's Dimensional Global Core Plus Fixed Income ETF position peaked at $3.17M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q2 2026.

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