Atria Investments’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	$12.4M	Buy	159,747 +5,996	+4%	+$487K	0.12%	173
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 $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Atria Investments's DFAS Position: Q3 2026 in Review

Atria Investments increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 3.9% in Q3 2026, buying an estimated $487K and bringing the position to 159,747 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #173.

Atria Investments first reported a position in DFAS in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q2 2026. 553 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Atria Investments held 159,747 shares of U.S. Small Cap Portfolio ETF Class Shares worth $12.4M as of Q3 2026.
Atria Investments bought 5,996 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $487K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.12% of Atria Investments's portfolio in Q3 2026, its #173 holding.
Atria Investments first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2024 and has held it in 7 quarters since.
Atria Investments's U.S. Small Cap Portfolio ETF Class Shares position peaked at $12.7M in Q2 2026.
553 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.