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

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atria Wealth Solutions increased its Dimensional US Marketwide Value ETF (DFUV) stake by 1.7% in Q2 2025, buying an estimated $13K and bringing the position to 19,048 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #728.

Atria Wealth Solutions first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. The position peaked at $862K in Q4 2022. 674 funds tracked by Wall St. Rank hold DFUV as of Q2 2025.

Atria Wealth Solutions held 19,048 shares of Dimensional US Marketwide Value ETF worth $807K as of Q2 2025.
Atria Wealth Solutions bought 323 Dimensional US Marketwide Value ETF shares in Q2 2025, an estimated $13K.
Dimensional US Marketwide Value ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #728 holding.
Atria Wealth Solutions first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Dimensional US Marketwide Value ETF position peaked at $862K in Q4 2022.
674 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2025.

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