AI
DFSE

Atria Investments’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Atria Investments’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-37,825
Closed -$1.27M – 1926
2024
Q2 		$1.27M Sell
37,825
-15,645
-29% -$516K 0.02% 822
2024
Q1 		$1.72M Buy
53,470
+8,751
+20% +$274K 0.02% 719
2023
Q4 		$1.41M Buy
44,719
+4,906
+12% +$147K 0.02% 743
2023
Q3 		$1.17M Buy
+39,813
New +$1.22M 0.02% 778

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM

Atria Investments's DFSE Position: Q3 2024 in Review

Atria Investments sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q3 2024, closing a stake of 37,825 shares — an estimated $1.27M sold.

Atria Investments first reported a position in DFSE in Q3 2023 and held it in 4 quarters. The position peaked at $1.72M in Q1 2024. 111 funds tracked by Wall St. Rank hold DFSE as of Q3 2024.

  • Atria Investments reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 37,825 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2024, an estimated $1.27M.
  • Atria Investments first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and held it in 4 quarters.
  • Atria Investments's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $1.72M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.