Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 97,917 shares of DFAC stock, worth $3.52 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
97,917
Previous 63,823 53.42%
Holding current value
$3.52 Million
Previous $2.19 Million 54.8%
% of portfolio
0.04%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$33.92 - $36.6 $1.16 Million - $1.25 Million
34,094 Added 53.42%
97,917 $3.39 Million
Q3 2024

Nov 08, 2024
BUY
$31.05 - $34.29 $512,977 - $566,505
16,521 Added 34.93%
63,823 $2.19 Million
Q2 2024

Jul 22, 2024
BUY
$30.09 - $32.37 $34,513 - $37,128
1,147 Added 2.49%
47,302 $1.53 Million
Q1 2024

May 13, 2024
SELL
$28.62 - $31.95 $5,466 - $6,102
-191 Reduced 0.41%
46,155 $1.47 Million
Q4 2023

Feb 02, 2024
SELL
$24.91 - $29.38 $298 - $352
-12 Reduced 0.03%
46,346 $1.35 Million
Q3 2023

Nov 08, 2023
BUY
$26.05 - $28.22 $23,392 - $25,341
898 Added 1.98%
46,358 $1.21 Million
Q2 2023

Aug 03, 2023
BUY
$24.86 - $27.15 $11,311 - $12,353
455 Added 1.01%
45,460 $1.23 Million
Q1 2023

Aug 22, 2023
SELL
$24.18 - $26.58 $23,575 - $25,915
-975 Reduced 2.14%
44,485 $1.13 Million
Q1 2023

Jun 14, 2023
BUY
$24.18 - $26.58 $12,573 - $13,821
520 Added 1.17%
45,005 $1.15 Million
Q1 2023

May 10, 2023
SELL
$24.18 - $26.58 $12,573 - $13,821
-520 Reduced 1.16%
44,485 $1.13 Million
Q4 2022

Aug 30, 2023
SELL
$22.49 - $25.81 $10,232 - $11,743
-455 Reduced 1.0%
45,005 $1.09 Million
Q4 2022

Feb 13, 2023
BUY
$22.49 - $25.81 $162,445 - $186,425
7,223 Added 19.12%
45,005 $1.09 Million
Q3 2022

Feb 13, 2023
SELL
$22.24 - $26.54 $620,985 - $741,049
-27,922 Reduced 42.5%
37,782 $859,000
Q3 2022

Nov 14, 2022
BUY
$22.24 - $26.54 $636,397 - $759,442
28,615 Added 77.15%
65,704 $1.5 Million
Q2 2022

Aug 15, 2022
BUY
$22.75 - $27.77 $42,679 - $52,096
1,876 Added 5.33%
37,089 $864,000
Q1 2022

May 16, 2022
BUY
$25.76 - $29.21 $907,086 - $1.03 Million
35,213 New
35,213 $971,000

Others Institutions Holding DFAC

# of Institutions
1,046
Shares Held
796M
Call Options Held
76K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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