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 Q3	$14.4M	Buy	310,813 +23,601	+8%	+$1.12M	0.02%	530
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 Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

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

Truist Financial's DFSD Position: Q3 2026 in Review

Truist Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.2% in Q3 2026, buying an estimated $1.12M and bringing the position to 310,813 shares worth $14.4M. The position accounts for 0.02% of the portfolio, ranked #530.

Truist Financial first reported a position in DFSD in Q1 2023 and has held it in 15 quarters since. 378 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Truist Financial held 310,813 shares of Dimensional Short-Duration Fixed Income ETF worth $14.4M as of Q3 2026.
Truist Financial bought 23,601 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.12M.
Dimensional Short-Duration Fixed Income ETF made up 0.02% of Truist Financial's portfolio in Q3 2026, its #530 holding.
Truist Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
378 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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