AWS
DFEV icon

Atria Wealth Solutions’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Atria Wealth Solutions’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-33,012
Closed -$908K – 1954
2024
Q2 		$908K Sell
33,012
-732
-2% -$19.7K 0.01% 938
2024
Q1 		$876K Sell
33,744
-489
-1% -$12.3K 0.01% 969
2023
Q4 		$863K Buy
+34,233
New +$815K 0.01% 936

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Atria Wealth Solutions's DFEV Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q3 2024, closing a stake of 33,012 shares — an estimated $908K sold.

Atria Wealth Solutions first reported a position in DFEV in Q4 2023 and held it in 3 quarters. The position peaked at $908K in Q2 2024. 154 funds tracked by Wall St. Rank hold DFEV as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Dimensional Emerging Markets Value ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 33,012 Dimensional Emerging Markets Value ETF shares in Q3 2024, an estimated $908K.
  • Atria Wealth Solutions first reported a position in Dimensional Emerging Markets Value ETF in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's Dimensional Emerging Markets Value ETF position peaked at $908K in Q2 2024.
  • 154 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.