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Atria Wealth Solutions’s Dimensional US Small Cap ETF DFAS Stock Holding History

Atria Wealth Solutions’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-31,262
Closed -$1.95M – 1960
2024
Q1 		$1.95M Sell
31,262
-928
-3% -$54.9K 0.02% 650
2023
Q4 		$1.92M Buy
32,190
+2,719
+9% +$146K 0.02% 616
2023
Q3 		$1.55M Buy
29,471
+1,693
+6% +$93.3K 0.02% 641
2023
Q2 		$1.52M Buy
27,778
+6,351
+30% +$331K 0.02% 672
2023
Q1 		$1.13M Buy
21,427
+2,243
+12% +$121K 0.02% 747
2022
Q4 		$981K Buy
19,184
+2,721
+17% +$140K 0.02% 759
2022
Q3 		$766K Buy
16,463
+7,039
+75% +$360K 0.01% 825
2022
Q2 		$452K Buy
9,424
+1,603
+20% +$83.1K 0.01% 1026
2022
Q1 		$438K Buy
+7,821
New +$440K 0.01% 1141

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2024, closing a stake of 31,262 shares — an estimated $1.95M sold.

Atria Wealth Solutions first reported a position in DFAS in Q1 2022 and held it in 9 quarters. The position peaked at $1.95M in Q1 2024. 633 funds tracked by Wall St. Rank hold DFAS as of Q2 2024.

  • Atria Wealth Solutions reported no remaining Dimensional US Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 31,262 Dimensional US Small Cap ETF shares in Q2 2024, an estimated $1.95M.
  • Atria Wealth Solutions first reported a position in Dimensional US Small Cap ETF in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's Dimensional US Small Cap ETF position peaked at $1.95M in Q1 2024.
  • 633 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2024.

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