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

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return