TIAA Trust, National Association
DFUS icon

TIAA Trust, National Association’s Dimensional US Equity ETF DFUS Stock Holding History

TIAA Trust, National Association’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
2026
Q1 		– Sell
-29,179
Closed -$2.16M – 452
2025
Q4 		$2.16M Sell
29,179
-3,723
-11% -$274K 0.01% 301
2025
Q3 		$2.38M Sell
32,902
-1,445
-4% -$101K 0.01% 289
2025
Q2 		$2.3M Buy
34,347
+5,890
+21% +$365K 0.01% 287
2025
Q1 		$1.72M Buy
28,457
+1,079
+4% +$69K 0.01% 308
2024
Q4 		$1.75M Hold
27,378
– – 0.01% 300
2024
Q3 		$1.7M Sell
27,378
-760
-3% -$45.5K 0.01% 306
2024
Q2 		$1.66M Hold
28,138
– – 0.01% 296
2024
Q1 		$1.6M Hold
28,138
– – ﹤0.01% 297
2023
Q4 		$1.46M Hold
28,138
– – ﹤0.01% 292
2023
Q3 		$1.31M Buy
+28,138
New +$1.36M ﹤0.01% 294

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

TIAA Trust, National Association sold out of Dimensional US Equity ETF (DFUS) in Q1 2026, closing a stake of 29,179 shares — an estimated $2.16M sold.

TIAA Trust, National Association first reported a position in DFUS in Q3 2023 and held it in 10 quarters. The position peaked at $2.38M in Q3 2025. 855 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Dimensional US Equity ETF position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 29,179 Dimensional US Equity ETF shares in Q1 2026, an estimated $2.16M.
  • TIAA Trust, National Association first reported a position in Dimensional US Equity ETF in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Dimensional US Equity ETF position peaked at $2.38M in Q3 2025.
  • 855 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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