Atria Wealth Solutions
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

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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.