AWS
DFSD

Atria Wealth Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Atria Wealth Solutions’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$676K Sell
14,079
-7,806
-36% -$372K 0.02% 797
2025
Q1 		$1.04M Buy
21,885
+4,338
+25% +$205K 0.01% 870
2024
Q4 		$823K Sell
17,547
-284
-2% -$13.4K 0.01% 1010
2024
Q3 		$851K Sell
17,831
-255
-1% -$12.1K 0.01% 980
2024
Q2 		$850K Buy
18,086
+4,148
+30% +$195K 0.01% 961
2024
Q1 		$656K Sell
13,938
-531
-4% -$25K 0.01% 1118
2023
Q4 		$680K Sell
14,469
-57
-0.4% -$2.65K 0.01% 1051
2023
Q3 		$674K Sell
14,526
-355
-2% -$16.5K 0.01% 999
2023
Q2 		$690K Sell
14,881
-38,599
-72% -$1.8M 0.01% 1014
2023
Q1 		$2.5M Buy
53,480
+7,111
+15% +$330K 0.04% 466
2022
Q4 		$2.14M Buy
46,369
+3,555
+8% +$163K 0.03% 493
2022
Q3 		$1.97M Buy
42,814
+34,552
+418% +$1.62M 0.03% 487
2022
Q2 		$387K Buy
+8,262
New +$390K 0.01% 1085

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return