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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

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Atria Wealth Solutions's DFAC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.3% in Q2 2025, selling an estimated $127K and leaving 56,542 shares worth $2.04M. The position accounts for 0.05% of the portfolio, ranked #411.

Atria Wealth Solutions first reported a position in DFAC in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.39M in Q4 2024. 1,028 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • Atria Wealth Solutions held 56,542 shares of Dimensional US Core Equity 2 ETF worth $2.04M as of Q2 2025.
  • Atria Wealth Solutions sold 3,795 Dimensional US Core Equity 2 ETF shares in Q2 2025, an estimated $127K.
  • Dimensional US Core Equity 2 ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #411 holding.
  • Atria Wealth Solutions first reported a position in Dimensional US Core Equity 2 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Dimensional US Core Equity 2 ETF position peaked at $3.39M in Q4 2024.
  • 1,028 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.