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

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $2.57B AUM 21.7% 1-Year Est. Return

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

Atria Wealth Solutions held its Dimensional US Equity ETF (DFUS) position steady in Q2 2025 at 6,399 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #986.

Atria Wealth Solutions first reported a position in DFUS in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2024. 741 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

Atria Wealth Solutions held 6,399 shares of Dimensional US Equity ETF worth $429K as of Q2 2025.
Atria Wealth Solutions left its Dimensional US Equity ETF share count unchanged in Q2 2025.
Dimensional US Equity ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #986 holding.
Atria Wealth Solutions first reported a position in Dimensional US Equity ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Dimensional US Equity ETF position peaked at $1.38M in Q4 2024.
741 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

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