AWS
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Atria Wealth Solutions’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Atria Wealth Solutions’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$807K Buy
19,048
+323
+2% +$13K 0.02% 728
2025
Q1 		$772K Sell
18,725
-541
-3% -$22.7K 0.01% 985
2024
Q4 		$788K Buy
19,266
+275
+1% +$11.7K 0.01% 1028
2024
Q3 		$792K Hold
18,991
– – 0.01% 1015
2024
Q2 		$746K Sell
18,991
-117
-0.6% -$4.63K 0.01% 1029
2024
Q1 		$782K Sell
19,108
-324
-2% -$12.4K 0.01% 1024
2023
Q4 		$723K Sell
19,432
-5,036
-21% -$173K 0.01% 1020
2023
Q3 		$832K Hold
24,468
– – 0.01% 892
2023
Q2 		$844K Sell
24,468
-265
-1% -$8.85K 0.01% 917
2023
Q1 		$828K Sell
24,733
-1,000
-4% -$34.2K 0.01% 872
2022
Q4 		$862K Hold
25,733
– – 0.01% 817
2022
Q3 		$762K Buy
25,733
+1
+0% +$33 0.01% 828
2022
Q2 		$813K Buy
+25,732
New +$856K 0.02% 787

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