TIAA Trust, National Association
DFUS

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

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Focus Partners Wealth
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MPW
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RFP
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VT
Vise Technologies New York $5.09B AUM 22.62% 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 $3.52B AUM 22.33% 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 $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return