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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
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
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Atria Investments's DFAE Position: Q4 2025 in Review

Atria Investments sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q4 2025, closing a stake of 101,996 shares — an estimated $3.22M sold.

Atria Investments first reported a position in DFAE in Q3 2024 and held it in 5 quarters. The position peaked at $7.26M in Q2 2025. 642 funds tracked by Wall St. Rank hold DFAE as of Q4 2025.

  • Atria Investments reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 101,996 Dimensional Emerging Core Equity Market ETF shares in Q4 2025, an estimated $3.22M.
  • Atria Investments first reported a position in Dimensional Emerging Core Equity Market ETF in Q3 2024 and held it in 5 quarters.
  • Atria Investments's Dimensional Emerging Core Equity Market ETF position peaked at $7.26M in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.