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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 $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return