TIAA FSB’s Dimensional US Equity ETF DFUS Stock Holding History

TIAA FSB’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.36M	Buy	28,138 +8,923	+46%	+$406K	﹤0.01%	285
2023 Q1	$854K	Sell	19,215 -608	-3%	-$26.4K	﹤0.01%	338
2022 Q4	$825K	Hold	19,823	–	–	﹤0.01%	343
2022 Q3	$770K	Sell	19,823 -448	-2%	-$19.3K	﹤0.01%	345
2022 Q2	$826K	Buy	20,271 +2,034	+11%	+$90.1K	﹤0.01%	351
2022 Q1	$894K	Sell	18,237 -334	-2%	-$16.1K	﹤0.01%	318
2021 Q4	$960K	Hold	18,571	–	–	﹤0.01%	310
2021 Q3	$876K	Sell	18,571 -3,507	-16%	-$170K	﹤0.01%	315
2021 Q2	$1.04M	Buy	+22,078	New	+$1.03M	﹤0.01%	310

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

TIAA FSB's DFUS Position: Q2 2023 in Review

TIAA FSB increased its Dimensional US Equity ETF (DFUS) stake by 46% in Q2 2023, buying an estimated $406K and bringing the position to 28,138 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #285.

TIAA FSB first reported a position in DFUS in Q2 2021 and has held it in 9 quarters since. 470 funds tracked by Wall St. Rank hold DFUS as of Q2 2023.

TIAA FSB held 28,138 shares of Dimensional US Equity ETF worth $1.36M as of Q2 2023.
TIAA FSB bought 8,923 Dimensional US Equity ETF shares in Q2 2023, an estimated $406K.
Dimensional US Equity ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #285 holding.
TIAA FSB first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 9 quarters since.
470 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.