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 $11.8B AUM 25.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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 $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 36% in Q2 2025, selling an estimated $372K and leaving 14,079 shares worth $676K. The position accounts for 0.02% of the portfolio, ranked #797.

Atria Wealth Solutions first reported a position in DFSD in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.5M in Q1 2023. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

Atria Wealth Solutions held 14,079 shares of Dimensional Short-Duration Fixed Income ETF worth $676K as of Q2 2025.
Atria Wealth Solutions sold 7,806 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $372K.
Dimensional Short-Duration Fixed Income ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #797 holding.
Atria Wealth Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $2.5M in Q1 2023.
352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

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