AWS
DFSU

Atria Wealth Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Atria Wealth Solutions’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,034
Closed -$522K – 1997
2024
Q3 		$522K Buy
+14,034
New +$501K 0.01% 1230

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Atria Wealth Solutions's DFSU Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q4 2024, closing a stake of 14,034 shares — an estimated $522K sold.

Atria Wealth Solutions first reported a position in DFSU in Q3 2024 and held it in 1 quarter. The position peaked at $522K in Q3 2024. 195 funds tracked by Wall St. Rank hold DFSU as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 14,034 Dimensional US Sustainability Core 1 ETF shares in Q4 2024, an estimated $522K.
  • Atria Wealth Solutions first reported a position in Dimensional US Sustainability Core 1 ETF in Q3 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Dimensional US Sustainability Core 1 ETF position peaked at $522K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.