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Dimensional · TFC Holdings Trend

Truist Financial · SEC 13F

Dimensional Holdings of TFC by Quarter

Quarter Shares Value

QuarterSharesValueQoQ Change
2024Q18.6M$337M
2024Q28.9M$347M+3.1%
2024Q38.3M$353M+1.9%
2024Q47.6M$331M-6.4%
2025Q28.3M$358M+8.2%
2025Q48.4M$416M+16.1%

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Data source: SEC EDGAR Form 13F