Truist Financial
DFUV icon

Truist Financial’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Truist Financial’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Buy
194,511
+14,312
+8% +$751K 0.01% 622
2026
Q1 		$8.73M Buy
180,199
+26,644
+17% +$1.31M 0.01% 651
2025
Q4 		$7.15M Sell
153,555
-48
-0% -$2.18K 0.01% 716
2025
Q3 		$6.86M Buy
153,603
+19,027
+14% +$829K 0.01% 745
2025
Q2 		$5.69M Buy
134,576
+1,008
+0.8% +$40.5K 0.01% 794
2025
Q1 		$5.5M Sell
133,568
-2,117
-2% -$88.9K 0.01% 787
2024
Q4 		$5.55M Sell
135,685
-993
-0.7% -$42.1K 0.01% 784
2024
Q3 		$5.7M Sell
136,678
-3,590
-3% -$145K 0.01% 779
2024
Q2 		$5.51M Sell
140,268
-656
-0.5% -$26K 0.01% 819
2024
Q1 		$5.76M Buy
140,924
+1,249
+0.9% +$47.7K 0.01% 835
2023
Q4 		$5.2M Sell
139,675
-968
-0.7% -$33.3K 0.01% 855
2023
Q3 		$4.78M Buy
140,643
+6,713
+5% +$235K 0.01% 859
2023
Q2 		$4.62M Sell
133,930
-10,861
-8% -$363K 0.01% 865
2023
Q1 		$4.85M Buy
144,791
+1,802
+1% +$61.7K 0.01% 834
2022
Q4 		$4.79M Buy
142,989
+29,964
+27% +$996K 0.01% 834
2022
Q3 		$3.35M Sell
113,025
-750
-0.7% -$24.4K 0.01% 944
2022
Q2 		$3.6M Buy
+113,775
New +$3.79M 0.01% 932

Other funds holding DFUV

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Truist Financial's DFUV Position: Q2 2026 in Review

Truist Financial increased its Dimensional US Marketwide Value ETF (DFUV) stake by 7.9% in Q2 2026, buying an estimated $751K and bringing the position to 194,511 shares worth $10.7M. The position accounts for 0.01% of the portfolio, ranked #622.

Truist Financial first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 540 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Truist Financial held 194,511 shares of Dimensional US Marketwide Value ETF worth $10.7M as of Q2 2026.
  • Truist Financial bought 14,312 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $751K.
  • Dimensional US Marketwide Value ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #622 holding.
  • Truist Financial first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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