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Atria Wealth Solutions’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Atria Wealth Solutions’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
7,490
-1,327
-15% -$52K 0.01% 1119
2025
Q1 		$339K Buy
8,817
+50
+0.6% +$2.03K ﹤0.01% 1402
2024
Q4 		$355K Sell
8,767
-99
-1% -$4.04K ﹤0.01% 1447
2024
Q3 		$352K Sell
8,866
-995
-10% -$38K ﹤0.01% 1417
2024
Q2 		$370K Buy
9,861
+144
+1% +$5.23K ﹤0.01% 1383
2024
Q1 		$355K Buy
9,717
+69
+0.7% +$2.39K ﹤0.01% 1447
2023
Q4 		$321K Buy
9,648
+1,000
+12% +$31K ﹤0.01% 1449
2023
Q3 		$259K Buy
8,648
+310
+4% +$9.65K ﹤0.01% 1514
2023
Q2 		$258K Buy
8,338
+116
+1% +$3.4K ﹤0.01% 1531
2023
Q1 		$237K Buy
+8,222
New +$232K ﹤0.01% 1570

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 15% in Q2 2025, selling an estimated $52K and leaving 7,490 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1119.

Atria Wealth Solutions first reported a position in DFAU in Q1 2023 and has held it in 10 quarters since. The position peaked at $370K in Q2 2024. 497 funds tracked by Wall St. Rank hold DFAU as of Q2 2025.

  • Atria Wealth Solutions held 7,490 shares of Dimensional US Core Equity Market ETF worth $322K as of Q2 2025.
  • Atria Wealth Solutions sold 1,327 Dimensional US Core Equity Market ETF shares in Q2 2025, an estimated $52K.
  • Dimensional US Core Equity Market ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1119 holding.
  • Atria Wealth Solutions first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 10 quarters since.
  • Atria Wealth Solutions's Dimensional US Core Equity Market ETF position peaked at $370K in Q2 2024.
  • 497 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2025.

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