Truist Financial
DFLV icon

Truist Financial’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Truist Financial’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+5,462
New +$209K ﹤0.01% 2749
2026
Q1 		– Sell
-17,572
Closed -$601K – 2831
2025
Q4 		$601K Hold
17,572
– – ﹤0.01% 1944
2025
Q3 		$578K Buy
+17,572
New +$562K ﹤0.01% 1945

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Truist Financial's DFLV Position: Q2 2026 in Review

Truist Financial opened a new position in Dimensional US Large Cap Value ETF (DFLV) in Q2 2026: 5,462 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #2749 among its holdings. This is a return to the name: Truist Financial previously reported a position in DFLV as recently as Q4 2025.

Truist Financial first reported a position in DFLV in Q3 2025 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 396 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Truist Financial held 5,462 shares of Dimensional US Large Cap Value ETF worth $216K as of Q2 2026.
  • Dimensional US Large Cap Value ETF was a new Truist Financial position in Q2 2026.
  • Dimensional US Large Cap Value ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2749 holding.
  • Truist Financial first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • Truist Financial's Dimensional US Large Cap Value ETF position peaked at $601K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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