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
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 $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return