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Atria Wealth Solutions’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Atria Wealth Solutions’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$557K Sell
10,124
-1,609
-14% -$81.9K 0.01% 869
2025
Q1 		$604K Sell
11,733
-4,600
-28% -$253K 0.01% 1107
2024
Q4 		$909K Buy
16,333
+3,745
+30% +$214K 0.01% 962
2024
Q3 		$700K Sell
12,588
-240
-2% -$13K 0.01% 1073
2024
Q2 		$665K Sell
12,828
-42
-0.3% -$2.2K 0.01% 1083
2024
Q1 		$701K Sell
12,870
-1,005
-7% -$51.7K 0.01% 1077
2023
Q4 		$726K Sell
13,875
-4,856
-26% -$227K 0.01% 1019
2023
Q3 		$856K Sell
18,731
-604
-3% -$28.7K 0.01% 885
2023
Q2 		$897K Buy
19,335
+315
+2% +$13.8K 0.01% 882
2023
Q1 		$846K Buy
19,020
+687
+4% +$31.9K 0.01% 859
2022
Q4 		$806K Buy
18,333
+4,952
+37% +$218K 0.01% 859
2022
Q3 		$521K Buy
13,381
+927
+7% +$39.5K 0.01% 997
2022
Q2 		$501K Sell
12,454
-3,512
-22% -$154K 0.01% 975
2022
Q1 		$744K Buy
+15,966
New +$743K 0.01% 856

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