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Atria Wealth Solutions’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Atria Wealth Solutions’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,307
Closed -$220K – 1549
2025
Q1 		$220K Buy
+8,307
New +$221K ﹤0.01% 1666

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2025, closing a stake of 8,307 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in DFEM in Q1 2025 and held it in 1 quarter. The position peaked at $220K in Q1 2025. 453 funds tracked by Wall St. Rank hold DFEM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,307 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2025, an estimated $220K.
  • Atria Wealth Solutions first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q1 2025 and held it in 1 quarter.
  • Atria Wealth Solutions's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $220K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2025.

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