AWS
DFAI

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Corient Private Wealth
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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