Truist Financial
DFSD

Truist Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Truist Financial’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Buy
287,212
+37,968
+15% +$1.82M 0.02% 546
2026
Q1 		$11.9M Buy
249,244
+8,857
+4% +$426K 0.02% 560
2025
Q4 		$11.5M Buy
240,387
+103,612
+76% +$4.99M 0.02% 564
2025
Q3 		$6.59M Sell
136,775
-506
-0.4% -$24.4K 0.01% 760
2025
Q2 		$6.59M Buy
137,281
+3,104
+2% +$148K 0.01% 733
2025
Q1 		$6.38M Buy
134,177
+9,892
+8% +$467K 0.01% 729
2024
Q4 		$5.83M Buy
124,285
+9,658
+8% +$457K 0.01% 762
2024
Q3 		$5.47M Buy
114,627
+27,020
+31% +$1.28M 0.01% 795
2024
Q2 		$4.12M Buy
87,607
+16,836
+24% +$790K 0.01% 943
2024
Q1 		$3.33M Buy
70,771
+13,770
+24% +$647K 0.01% 1051
2023
Q4 		$2.68M Sell
57,001
-21,130
-27% -$984K ﹤0.01% 1117
2023
Q3 		$3.62M Buy
78,131
+11,343
+17% +$527K 0.01% 969
2023
Q2 		$3.1M Buy
66,788
+18,307
+38% +$853K 0.01% 1042
2023
Q1 		$2.26M Buy
+48,481
New +$2.25M ﹤0.01% 1164

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial's DFSD Position: Q2 2026 in Review

Truist Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q2 2026, buying an estimated $1.82M and bringing the position to 287,212 shares worth $13.7M. The position accounts for 0.02% of the portfolio, ranked #546.

Truist Financial first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Truist Financial held 287,212 shares of Dimensional Short-Duration Fixed Income ETF worth $13.7M as of Q2 2026.
  • Truist Financial bought 37,968 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.82M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Truist Financial's portfolio in Q2 2026, its #546 holding.
  • Truist Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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