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Atria Wealth Solutions’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Atria Wealth Solutions’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.04M Sell
56,542
-3,795
-6% -$127K 0.05% 411
2025
Q1 		$1.99M Sell
60,337
-37,580
-38% -$1.3M 0.02% 634
2024
Q4 		$3.39M Buy
97,917
+34,094
+53% +$1.2M 0.04% 468
2024
Q3 		$2.19M Buy
63,823
+16,521
+35% +$546K 0.02% 596
2024
Q2 		$1.53M Buy
47,302
+1,147
+2% +$36.2K 0.02% 727
2024
Q1 		$1.47M Sell
46,155
-191
-0.4% -$5.77K 0.02% 744
2023
Q4 		$1.35M Sell
46,346
-12
-0% -$325 0.02% 750
2023
Q3 		$1.21M Buy
46,358
+898
+2% +$24.5K 0.02% 730
2023
Q2 		$1.23M Buy
45,460
+975
+2% +$25.1K 0.02% 757
2023
Q1 		$1.13M Sell
44,485
-520
-1% -$13.2K 0.02% 745
2022
Q4 		$1.09M Buy
45,005
+7,223
+19% +$176K 0.02% 708
2022
Q3 		$840K Buy
37,782
+693
+2% +$17K 0.01% 781
2022
Q2 		$864K Buy
37,089
+1,876
+5% +$47.5K 0.02% 752
2022
Q1 		$971K Buy
+35,213
New +$964K 0.02% 750

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FFM
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LPL Financial
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FPAS
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AC
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PL
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RWM
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SIC
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