Atria Investments’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Atria Investments’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3M	Buy	+504,576	New	+$19.5M	0.2%	94
2025 Q4	–	Sell	-101,996	Closed	-$3.22M	–	2051
2025 Q3	$3.22M	Sell	101,996 -148,819	-59%	-$4.48M	0.04%	546
2025 Q2	$7.26M	Sell	250,815 -963	-0.4%	-$25.8K	0.09%	272
2025 Q1	$6.52M	Buy	251,778 +127	+0.1%	+$3.3K	0.08%	279
2024 Q4	$6.38M	Buy	251,651 +209,624	+499%	+$5.55M	0.08%	282
2024 Q3	$1.15M	Buy	+42,027	New	+$1.1M	0.01%	898

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atria Investments's DFAE Position: Q2 2026 in Review

Atria Investments opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 504,576 shares worth $20.3M. The stake represents 0.2% of the portfolio and ranks #94 among its holdings. This is a return to the name: Atria Investments previously reported a position in DFAE as recently as Q3 2025.

Atria Investments first reported a position in DFAE in Q3 2024 and has held it in 6 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Atria Investments held 504,576 shares of Dimensional Emerging Core Equity Market ETF worth $20.3M as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new Atria Investments position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.2% of Atria Investments's portfolio in Q2 2026, its #94 holding.
Atria Investments first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and has held it in 6 quarters since.
716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.