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	–	1910
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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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