Atria Wealth Solutions’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
6,399
| – | – | 0.01% | 985 |
|
|
2025
Q1 | $387K | Sell |
6,399
-15,201
| -70% | -$919K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $1.38M | Buy |
21,600
+14,683
| +212% | +$936K | 0.02% | 792 |
|
|
2024
Q3 | $430K | Hold |
6,917
| – | – | ﹤0.01% | 1303 |
|
|
2024
Q2 | $407K | Hold |
6,917
| – | – | ﹤0.01% | 1323 |
|
|
2024
Q1 | $394K | Hold |
6,917
| – | – | ﹤0.01% | 1368 |
|
|
2023
Q4 | $359K | Sell |
6,917
-6,510
| -48% | -$337K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $625K | Sell |
13,427
-62
| -0.5% | -$2.89K | 0.01% | 1024 |
|
|
2023
Q2 | $650K | Sell |
13,489
-175
| -1% | -$8.43K | 0.01% | 1032 |
|
|
2023
Q1 | $607K | Hold |
13,664
| – | – | 0.01% | 1026 |
|
|
2022
Q4 | $569K | Sell |
13,664
-306
| -2% | -$12.7K | 0.01% | 1006 |
|
|
2022
Q3 | $542K | Sell |
13,970
-89
| -0.6% | -$3.46K | 0.01% | 971 |
|
|
2022
Q2 | $573K | Sell |
14,059
-43
| -0.3% | -$1.75K | 0.01% | 878 |
|
|
2022
Q1 | $691K | Buy |
+14,102
| New | +$691K | 0.01% | 904 |
|