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

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Dimensional US Targeted Value ETF (DFAT) stake by 14% in Q2 2025, selling an estimated $81.9K and leaving 10,124 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #869.

Atria Wealth Solutions first reported a position in DFAT in Q1 2022 and has held it in 14 quarters since. The position peaked at $909K in Q4 2024. 718 funds tracked by Wall St. Rank hold DFAT as of Q2 2025.

Atria Wealth Solutions held 10,124 shares of Dimensional US Targeted Value ETF worth $557K as of Q2 2025.
Atria Wealth Solutions sold 1,609 Dimensional US Targeted Value ETF shares in Q2 2025, an estimated $81.9K.
Dimensional US Targeted Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #869 holding.
Atria Wealth Solutions first reported a position in Dimensional US Targeted Value ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Dimensional US Targeted Value ETF position peaked at $909K in Q4 2024.
718 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2025.

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