Atria Investments’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Atria Investments’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,772	Closed	-$215K	–	1881
2024 Q3	$215K	Sell	6,772 -76,439	-92%	-$2.34M	﹤0.01%	1795
2024 Q2	$2.47M	Sell	83,211 -33,725	-29%	-$1.01M	0.03%	572
2024 Q1	$3.53M	Buy	116,936 +18,985	+19%	+$550K	0.05%	442
2023 Q4	$2.81M	Buy	97,951 +11,358	+13%	+$303K	0.04%	470
2023 Q3	$2.26M	Buy	86,593 +5,984	+7%	+$163K	0.04%	528
2023 Q2	$2.2M	Buy	80,609 +15,187	+23%	+$416K	0.04%	511
2023 Q1	$1.76M	Buy	+65,422	New	+$1.74M	0.03%	578

Other funds holding DFAI

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Atria Investments's DFAI Position: Q4 2024 in Review

Atria Investments sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2024, closing a stake of 6,772 shares — an estimated $215K sold.

Atria Investments first reported a position in DFAI in Q1 2023 and held it in 7 quarters. The position peaked at $3.53M in Q1 2024. 578 funds tracked by Wall St. Rank hold DFAI as of Q4 2024.

Atria Investments reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 6,772 Dimensional International Core Equity Market ETF shares in Q4 2024, an estimated $215K.
Atria Investments first reported a position in Dimensional International Core Equity Market ETF in Q1 2023 and held it in 7 quarters.
Atria Investments's Dimensional International Core Equity Market ETF position peaked at $3.53M in Q1 2024.
578 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.