Truist Financial
DFSV

Truist Financial’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Truist Financial’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.1M Buy
287,011
+211,550
+280% +$7.91M 0.01% 608
2026
Q1 		$2.64M Sell
75,461
-12,970
-15% -$458K ﹤0.01% 1161
2025
Q4 		$2.91M Sell
88,431
-2,680
-3% -$86.2K ﹤0.01% 1086
2025
Q3 		$2.9M Sell
91,111
-15,898
-15% -$497K ﹤0.01% 1151
2025
Q2 		$3.15M Buy
107,009
+7,095
+7% +$196K ﹤0.01% 1072
2025
Q1 		$2.81M Buy
99,914
+30,903
+45% +$935K ﹤0.01% 1059
2024
Q4 		$2.12M Sell
69,011
-15,359
-18% -$486K ﹤0.01% 1201
2024
Q3 		$2.6M Buy
84,370
+6,913
+9% +$207K ﹤0.01% 1119
2024
Q2 		$2.23M Buy
77,457
+18,079
+30% +$525K ﹤0.01% 1217
2024
Q1 		$1.79M Buy
59,378
+895
+2% +$25.5K ﹤0.01% 1334
2023
Q4 		$1.7M Buy
58,483
+8,324
+17% +$216K ﹤0.01% 1343
2023
Q3 		$1.27M Buy
50,159
+6,157
+14% +$162K ﹤0.01% 1462
2023
Q2 		$1.13M Buy
44,002
+22,331
+103% +$546K ﹤0.01% 1529
2023
Q1 		$520K Buy
+21,671
New +$568K ﹤0.01% 1958

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Truist Financial's DFSV Position: Q2 2026 in Review

Truist Financial increased its Dimensional US Small Cap Value ETF (DFSV) stake by 280% in Q2 2026, buying an estimated $7.91M and bringing the position to 287,011 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #608.

Truist Financial first reported a position in DFSV in Q1 2023 and has held it in 14 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Truist Financial held 287,011 shares of Dimensional US Small Cap Value ETF worth $11.1M as of Q2 2026.
  • Truist Financial bought 211,550 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $7.91M.
  • Dimensional US Small Cap Value ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #608 holding.
  • Truist Financial first reported a position in Dimensional US Small Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 584 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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