TIAA Trust, National Association
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TIAA Trust, National Association’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

TIAA Trust, National Association’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-69,303
Closed -$2.74M – 445
2025
Q4 		$2.74M Sell
69,303
-1,985
-3% -$77.5K 0.01% 278
2025
Q3 		$2.75M Sell
71,288
-2,398
-3% -$89.5K 0.01% 281
2025
Q2 		$2.64M Sell
73,686
-3,109
-4% -$104K 0.01% 276
2025
Q1 		$2.53M Sell
76,795
-3,581
-4% -$124K 0.01% 273
2024
Q4 		$2.78M Sell
80,376
-1,714
-2% -$60.4K 0.01% 263
2024
Q3 		$2.81M Buy
82,090
+488
+0.6% +$16.1K 0.01% 266
2024
Q2 		$2.63M Sell
81,602
-1,505
-2% -$47.5K 0.01% 253
2024
Q1 		$2.66M Sell
83,107
-4,469
-5% -$135K 0.01% 257
2023
Q4 		$2.56M Sell
87,576
-3,217
-4% -$87K 0.01% 246
2023
Q3 		$2.38M Buy
+90,793
New +$2.48M 0.01% 250

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

TIAA Trust, National Association's DFAC Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q1 2026, closing a stake of 69,303 shares — an estimated $2.74M sold.

TIAA Trust, National Association first reported a position in DFAC in Q3 2023 and held it in 10 quarters. The position peaked at $2.81M in Q3 2024. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Dimensional US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 69,303 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $2.74M.
  • TIAA Trust, National Association first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Dimensional US Core Equity 2 ETF position peaked at $2.81M in Q3 2024.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.