TF
DFUV icon

TIAA FSB’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

TIAA FSB’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
2023
Q2 		$3.05M Buy
88,307
+19,128
+28% +$639K 0.01% 229
2023
Q1 		$2.32M Hold
69,179
– – 0.01% 241
2022
Q4 		$2.32M Sell
69,179
-615
-0.9% -$20.4K 0.01% 237
2022
Q3 		$2.07M Sell
69,794
-996
-1% -$32.4K 0.01% 234
2022
Q2 		$2.24M Buy
+70,790
New +$2.36M 0.01% 235

Other funds holding DFUV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
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
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RCG
Resource Consulting Group Orlando, Florida $584M AUM 15.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA FSB's DFUV Position: Q2 2023 in Review

TIAA FSB increased its Dimensional US Marketwide Value ETF (DFUV) stake by 28% in Q2 2023, buying an estimated $639K and bringing the position to 88,307 shares worth $3.05M. The position accounts for 0.01% of the portfolio, ranked #229.

TIAA FSB first reported a position in DFUV in Q2 2022 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold DFUV as of Q2 2023.

  • TIAA FSB held 88,307 shares of Dimensional US Marketwide Value ETF worth $3.05M as of Q2 2023.
  • TIAA FSB bought 19,128 Dimensional US Marketwide Value ETF shares in Q2 2023, an estimated $639K.
  • Dimensional US Marketwide Value ETF made up 0.01% of TIAA FSB's portfolio in Q2 2023, its #229 holding.
  • TIAA FSB first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2023.

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