DFAE — DIMENSIONAL ETF TRUST

Ownership history in Atria Investments, Inc  ·  5 quarters on record

This page tracks every 13F SEC filing in which Atria Investments, Inc reported a position in DIMENSIONAL ETF TRUST (DFAE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q2)
Avg. % of fund
0.06%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 101,996 -148,819 -59.3% 0.04% $3.2M $31.33
2025 Q2 REDUCED 250,815 -963 -0.4% 0.09% $7.3M $28.56
2025 Q1 ADDED 251,778 +127 +0.1% 0.08% $6.5M $25.33
2024 Q4 ADDED 251,651 +209,624 +498.8% 0.08% $6.4M $24.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAE price (monthly, adj. close)

Other funds also holding DFAE

As of 2025 Q4 — sorted by position size

Chico Wealth RIA 3Y 9.36% Aquire Wealth Advisors, LLC 3Y 9.16% Morling Financial Advisors, LLC 3Y 7.77% CPA Asset Management Group, LLC 3Y 7.67% RAM Investment Partners, LLC 7.59% Avondale Wealth Management 3Y 7Y 6.46% Great Point Wealth Advisors, LLC 3Y 7Y 6.4% Pioneer Wealth Management Group 6.05% Keyes, Stange & Wooten Wealth Management, LLC 6.01% Creative Capital Management Investments LLC 3Y 5.92%
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