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Atria Wealth Solutions’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Atria Wealth Solutions’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$499K Sell
16,052
-793
-5% -$23.2K 0.01% 911
2025
Q1 		$468K Buy
16,845
+4,409
+35% +$120K 0.01% 1233
2024
Q4 		$321K Buy
12,436
+138
+1% +$3.7K ﹤0.01% 1506
2024
Q3 		$346K Buy
+12,298
New +$333K ﹤0.01% 1430

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 4.7% in Q2 2025, selling an estimated $23.2K and leaving 16,052 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #911.

Atria Wealth Solutions first reported a position in DFIC in Q3 2024 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold DFIC as of Q2 2025.

  • Atria Wealth Solutions held 16,052 shares of Dimensional International Core Equity 2 ETF worth $499K as of Q2 2025.
  • Atria Wealth Solutions sold 793 Dimensional International Core Equity 2 ETF shares in Q2 2025, an estimated $23.2K.
  • Dimensional International Core Equity 2 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #911 holding.
  • Atria Wealth Solutions first reported a position in Dimensional International Core Equity 2 ETF in Q3 2024 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2025.

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