Atria Wealth Solutions’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Atria Wealth Solutions’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-66,569	Closed	-$2.01M	–	1959
2024 Q1	$2.01M	Buy	66,569 +2,367	+4%	+$68.5K	0.02%	637
2023 Q4	$1.84M	Buy	64,202 +1,410	+2%	+$37.6K	0.02%	627
2023 Q3	$1.64M	Buy	62,792 +6,063	+11%	+$165K	0.02%	628
2023 Q2	$1.55M	Buy	56,729 +4,588	+9%	+$126K	0.02%	665
2023 Q1	$1.41M	Buy	52,141 +6,233	+14%	+$166K	0.02%	679
2022 Q4	$1.15M	Buy	45,908 +5,056	+12%	+$121K	0.02%	690
2022 Q3	$881K	Buy	40,852 +1,336	+3%	+$32.2K	0.02%	762
2022 Q2	$954K	Buy	39,516 +7,564	+24%	+$199K	0.02%	715
2022 Q1	$899K	Buy	+31,952	New	+$910K	0.02%	782

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Atria Wealth Solutions's DFAI Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Dimensional International Core Equity Market ETF (DFAI) in Q2 2024, closing a stake of 66,569 shares — an estimated $2.01M sold.

Atria Wealth Solutions first reported a position in DFAI in Q1 2022 and held it in 9 quarters. The position peaked at $2.01M in Q1 2024. 501 funds tracked by Wall St. Rank hold DFAI as of Q2 2024.

Atria Wealth Solutions reported no remaining Dimensional International Core Equity Market ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 66,569 Dimensional International Core Equity Market ETF shares in Q2 2024, an estimated $2.01M.
Atria Wealth Solutions first reported a position in Dimensional International Core Equity Market ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Dimensional International Core Equity Market ETF position peaked at $2.01M in Q1 2024.
501 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.