TWIM
DFAT icon

TIAA Wealth Investment Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

TIAA Wealth Investment Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.1K Sell
444
-56
-11% -$3.74K ﹤0.01% 493
2026
Q1 		$30.6K Buy
+500
New +$31.8K ﹤0.01% 442

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIAA Wealth Investment Management's DFAT Position: Q2 2026 in Review

TIAA Wealth Investment Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 11% in Q2 2026, selling an estimated $3.74K and leaving 444 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

TIAA Wealth Investment Management first reported a position in DFAT in Q1 2026 and has held it in 2 quarters since. 834 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • TIAA Wealth Investment Management held 444 shares of Dimensional US Targeted Value ETF worth $31.1K as of Q2 2026.
  • TIAA Wealth Investment Management sold 56 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $3.74K.
  • Dimensional US Targeted Value ETF made up ﹤0.01% of TIAA Wealth Investment Management's portfolio in Q2 2026, its #493 holding.
  • TIAA Wealth Investment Management first reported a position in Dimensional US Targeted Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 834 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on TIAA Wealth Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.