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
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 $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return