Atria Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

Atria Investments’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.7M	Buy	+153,751	New	+$11.9M	0.13%	173
2025 Q4	–	Sell	-69,831	Closed	-$4.78M	–	2053
2025 Q3	$4.78M	Sell	69,831 -67,058	-49%	-$4.48M	0.05%	405
2025 Q2	$8.72M	Buy	136,889 +9,636	+8%	+$578K	0.1%	223
2025 Q1	$7.6M	Buy	127,253 +2,188	+2%	+$141K	0.1%	240
2024 Q4	$8.14M	Buy	125,065 +114,691	+1,106%	+$7.67M	0.1%	230
2024 Q3	$673K	Buy	+10,374	New	+$649K	0.01%	1182

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's DFAS Position: Q2 2026 in Review

Atria Investments opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 153,751 shares worth $12.7M. The stake represents 0.13% of the portfolio and ranks #173 among its holdings. This is a return to the name: Atria Investments previously reported a position in DFAS as recently as Q3 2025.

Atria Investments first reported a position in DFAS in Q3 2024 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Atria Investments held 153,751 shares of Dimensional US Small Cap ETF worth $12.7M as of Q2 2026.
Dimensional US Small Cap ETF was a new Atria Investments position in Q2 2026.
Dimensional US Small Cap ETF made up 0.13% of Atria Investments's portfolio in Q2 2026, its #173 holding.
Atria Investments first reported a position in Dimensional US Small Cap ETF in Q3 2024 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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