Atria Investments LLC Dimensional ETF Tr Transaction History

Atria Investments LLC

$7.33 Billion
Q1 2025

A detailed history of Atria Investments LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atria Investments LLC holds 58,356 shares of DFIV stock, worth $2.47 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

58,356

Previous 58,883 0.89%

Holding current value

$2.47 Million

Previous $2.09 Million 9.96%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$35.33 - $40.77 $18,618 - $21,485	-527 Reduced 0.89%	58,356 $2.3 Million
Q4 2024 Feb 06, 2025	BUY	$34.86 - $37.97 $124,798 - $135,932	3,580 Added 6.47%	58,883 $2.09 Million
Q3 2024 Nov 01, 2024	SELL	$34.66 - $38.38 $7,243 - $8,021	-209 Reduced 0.38%	55,303 $2.11 Million
Q2 2024 Aug 13, 2024	BUY	$35.5 - $38.02 $66,598 - $71,325	1,876 Added 3.5%	55,512 $2 Million
Q1 2024 May 21, 2024	BUY	$33.15 - $36.75 $49,658 - $55,051	1,498 Added 2.87%	53,636 $1.97 Million
Q4 2023 Feb 14, 2024	BUY	$30.86 - $34.46 $159,484 - $178,089	5,168 Added 11.0%	52,138 $1.79 Million
Q3 2023 Nov 07, 2023	BUY	$32.1 - $34.42 $65,901 - $70,664	2,053 Added 4.57%	46,970 $1.53 Million
Q2 2023 Aug 04, 2023	BUY	$31.45 - $33.77 $53,779 - $57,746	1,710 Added 3.96%	44,917 $1.48 Million
Q1 2023 May 10, 2023	BUY	$30.43 - $33.38 $78,205 - $85,786	2,570 Added 6.32%	43,207 $1.39 Million
Q4 2022 Jan 31, 2023	SELL	$25.88 - $31.1 $3.42 Million - $4.11 Million	-132,050 Reduced 76.47%	40,637 $1.24 Million
Q3 2022 Nov 01, 2022	BUY	$25.71 - $30.57 $178,890 - $212,706	6,958 Added 4.2%	172,687 $4.45 Million
Q2 2022 Aug 11, 2022	BUY	$28.66 - $33.84 $3.84 Million - $4.54 Million	134,062 Added 423.35%	165,729 $4.79 Million
Q1 2022 May 02, 2022	BUY	$30.75 - $35.49 $973,760 - $1.12 Million	31,667 New	31,667 $1.06 Million

Others Institutions Holding DFIV

# of Institutions

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Atria Investments LLC Dimensional ETF Tr Transaction History