AWS
DFUS

Atria Wealth Solutions’s Dimensional US Equity ETF DFUS Stock Holding History

Atria Wealth Solutions’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$429K Hold
6,399
– – 0.01% 986
2025
Q1 		$387K Sell
6,399
-15,201
-70% -$971K ﹤0.01% 1329
2024
Q4 		$1.38M Buy
21,600
+14,683
+212% +$941K 0.02% 795
2024
Q3 		$430K Hold
6,917
– – ﹤0.01% 1312
2024
Q2 		$407K Hold
6,917
– – ﹤0.01% 1335
2024
Q1 		$394K Hold
6,917
– – ﹤0.01% 1374
2023
Q4 		$359K Sell
6,917
-6,510
-48% -$315K ﹤0.01% 1378
2023
Q3 		$625K Sell
13,427
-62
-0.5% -$3K 0.01% 1029
2023
Q2 		$650K Sell
13,489
-175
-1% -$7.96K 0.01% 1037
2023
Q1 		$607K Hold
13,664
– – 0.01% 1029
2022
Q4 		$569K Sell
13,664
-306
-2% -$12.8K 0.01% 1009
2022
Q3 		$542K Sell
13,970
-89
-0.6% -$3.83K 0.01% 974
2022
Q2 		$573K Sell
14,059
-43
-0.3% -$1.91K 0.01% 903
2022
Q1 		$691K Buy
+14,102
New +$682K 0.01% 904

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MPW
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IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return