TIAA Trust, National Association
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TIAA Trust, National Association’s Dimensional US Small Cap ETF DFAS Stock Holding History

TIAA Trust, National Association’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-21,227
Closed -$1.48M – 447
2025
Q4 		$1.48M Sell
21,227
-3,506
-14% -$242K ﹤0.01% 337
2025
Q3 		$1.69M Sell
24,733
-1,459
-6% -$97.4K ﹤0.01% 325
2025
Q2 		$1.67M Buy
26,192
+654
+3% +$39.2K ﹤0.01% 320
2025
Q1 		$1.53M Sell
25,538
-36
-0.1% -$2.31K ﹤0.01% 320
2024
Q4 		$1.66M Hold
25,574
– – 0.01% 309
2024
Q3 		$1.66M Sell
25,574
-169
-0.7% -$10.6K ﹤0.01% 310
2024
Q2 		$1.55M Sell
25,743
-3,487
-12% -$210K ﹤0.01% 303
2024
Q1 		$1.82M Sell
29,230
-2,982
-9% -$176K 0.01% 289
2023
Q4 		$1.92M Hold
32,212
– – 0.01% 273
2023
Q3 		$1.69M Buy
+32,212
New +$1.77M 0.01% 271

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return

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

TIAA Trust, National Association sold out of Dimensional US Small Cap ETF (DFAS) in Q1 2026, closing a stake of 21,227 shares — an estimated $1.48M sold.

TIAA Trust, National Association first reported a position in DFAS in Q3 2023 and held it in 10 quarters. The position peaked at $1.92M in Q4 2023. 888 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Dimensional US Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 21,227 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $1.48M.
  • TIAA Trust, National Association first reported a position in Dimensional US Small Cap ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Dimensional US Small Cap ETF position peaked at $1.92M in Q4 2023.
  • 888 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

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