Atria Wealth Solutions’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $394K | Hold |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $625K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $607K | Hold |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $573K | Sell |
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|
2022
Q1 | $691K | Buy |
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