Atria Investments LLC Dimensional ETF Tr U S Small C Transaction History

Atria Investments LLC

$7.56 Billion
Q3 2024

A detailed history of Atria Investments LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Atria Investments LLC holds 10,374 shares of DFAS stock, worth $697,858. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,374

Holding current value

$697,858

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$59.25 - $65.33 $614,659 - $677,733	10,374 New	10,374 $672,000

Others Institutions Holding DFAS

# of Institutions

686

Shares Held

107M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

11.2M
Shares

$754 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$471 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$448 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$330 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$183 Million
1.82% of portfolio

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Atria Investments LLC Dimensional ETF Tr U S Small C Transaction History