Atria Wealth Solutions’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Atria Wealth Solutions’s Portfolio DFAX Stock Details DFAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-42,109	Closed	-$1.05M	–	1909
2024 Q4	$1.05M	Buy	+42,109	New	+$1.09M	0.01%	908
2024 Q1	–	Sell	-153,742	Closed	-$3.75M	–	1981
2023 Q4	$3.75M	Sell	153,742 -99	-0.1%	-$2.26K	0.05%	386
2023 Q3	$3.46M	Buy	153,841 +64,012	+71%	+$1.5M	0.05%	392
2023 Q2	$2.09M	Sell	89,829 -1,132	-1%	-$26.4K	0.03%	550
2023 Q1	$2.1M	Buy	90,961 +27,145	+43%	+$620K	0.03%	525
2022 Q4	$1.38M	Buy	63,816 +2,472	+4%	+$51.4K	0.02%	634
2022 Q3	$1.16M	Buy	+61,344	New	+$1.3M	0.02%	670

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Atria Wealth Solutions's DFAX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2025, closing a stake of 42,109 shares — an estimated $1.05M sold.

Atria Wealth Solutions first reported a position in DFAX in Q3 2022 and held it in 7 quarters. The position peaked at $3.75M in Q4 2023. 558 funds tracked by Wall St. Rank hold DFAX as of Q1 2025.

Atria Wealth Solutions reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 42,109 Dimensional World ex US Core Equity 2 ETF shares in Q1 2025, an estimated $1.05M.
Atria Wealth Solutions first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2022 and held it in 7 quarters.
Atria Wealth Solutions's Dimensional World ex US Core Equity 2 ETF position peaked at $3.75M in Q4 2023.
558 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.