TIAA Trust, National Association
DFAX icon

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

TIAA Trust, National Association’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,471
Closed -$266K – 648
2024
Q2 		$266K Buy
+10,471
New +$268K ﹤0.01% 540

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LPL Financial
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GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

TIAA Trust, National Association's DFAX Position: Q3 2024 in Review

TIAA Trust, National Association sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q3 2024, closing a stake of 10,471 shares — an estimated $266K sold.

TIAA Trust, National Association first reported a position in DFAX in Q2 2024 and held it in 1 quarter. The position peaked at $266K in Q2 2024. 482 funds tracked by Wall St. Rank hold DFAX as of Q3 2024.

  • TIAA Trust, National Association reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q3 2024 after selling out during the quarter.
  • TIAA Trust, National Association sold 10,471 Dimensional World ex US Core Equity 2 ETF shares in Q3 2024, an estimated $266K.
  • TIAA Trust, National Association first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2024 and held it in 1 quarter.
  • TIAA Trust, National Association's Dimensional World ex US Core Equity 2 ETF position peaked at $266K in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2024.

Based on TIAA Trust, National Association's 13F filing for Q3 2024, filed 13 Nov 2024.