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Atria Investments’s Dimensional International Value ETF DFIV Stock Holding History

Atria Investments’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Sell
5,158
-3,029
-37% -$166K ﹤0.01% 1902
2026
Q1 		$432K Sell
8,187
-53,509
-87% -$2.84M ﹤0.01% 1525
2025
Q4 		$3.08M Buy
61,696
+19,402
+46% +$922K 0.04% 552
2025
Q3 		$1.95M Buy
42,294
+22,515
+114% +$1.01M 0.02% 732
2025
Q2 		$847K Sell
19,779
-38,577
-66% -$1.57M 0.01% 1129
2025
Q1 		$2.3M Sell
58,356
-527
-0.9% -$20.1K 0.03% 646
2024
Q4 		$2.09M Buy
58,883
+3,580
+6% +$131K 0.03% 665
2024
Q3 		$2.11M Sell
55,303
-209
-0.4% -$7.73K 0.03% 649
2024
Q2 		$2M Buy
55,512
+1,876
+3% +$69.1K 0.03% 643
2024
Q1 		$1.97M Buy
53,636
+1,498
+3% +$51.9K 0.03% 659
2023
Q4 		$1.79M Buy
52,138
+5,168
+11% +$169K 0.03% 638
2023
Q3 		$1.53M Buy
46,970
+2,053
+5% +$68.4K 0.03% 669
2023
Q2 		$1.48M Buy
44,917
+1,710
+4% +$56.2K 0.03% 673
2023
Q1 		$1.39M Buy
43,207
+2,570
+6% +$82.9K 0.03% 675
2022
Q4 		$1.24M Sell
40,637
-132,050
-76% -$3.83M 0.03% 678
2022
Q3 		$4.45M Buy
172,687
+6,958
+4% +$199K 0.1% 254
2022
Q2 		$4.79M Buy
165,729
+134,062
+423% +$4.27M 0.1% 239
2022
Q1 		$1.06M Buy
+31,667
New +$1.07M 0.02% 829

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Atria Investments's DFIV Position: Q2 2026 in Review

Atria Investments reduced its Dimensional International Value ETF (DFIV) stake by 37% in Q2 2026, selling an estimated $166K and leaving 5,158 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Atria Investments first reported a position in DFIV in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.79M in Q2 2022. 898 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Atria Investments held 5,158 shares of Dimensional International Value ETF worth $279K as of Q2 2026.
  • Atria Investments sold 3,029 Dimensional International Value ETF shares in Q2 2026, an estimated $166K.
  • Dimensional International Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1902 holding.
  • Atria Investments first reported a position in Dimensional International Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Atria Investments's Dimensional International Value ETF position peaked at $4.79M in Q2 2022.
  • 898 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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