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Atria Wealth Solutions’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Atria Wealth Solutions’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,936
Closed -$208K – 1548
2025
Q1 		$208K Sell
4,936
-124
-2% -$5.17K ﹤0.01% 1696
2024
Q4 		$209K Sell
5,060
-5
-0.1% -$211 ﹤0.01% 1807
2024
Q3 		$219K Sell
5,065
-36
-0.7% -$1.53K ﹤0.01% 1729
2024
Q2 		$212K Buy
+5,101
New +$211K ﹤0.01% 1735

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Dimensional Core Fixed Income ETF (DFCF) in Q2 2025, closing a stake of 4,936 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in DFCF in Q2 2024 and held it in 4 quarters. The position peaked at $219K in Q3 2024. 399 funds tracked by Wall St. Rank hold DFCF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Dimensional Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,936 Dimensional Core Fixed Income ETF shares in Q2 2025, an estimated $208K.
  • Atria Wealth Solutions first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's Dimensional Core Fixed Income ETF position peaked at $219K in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2025.

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