Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
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 56,542 shares of DFAC stock, worth $2.19 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
56,542
Previous 60,337
6.29%
Holding current value
$2.19 Million
Previous $1.99 Million
1.81%
% of portfolio
0.05%
Previous 0.03%
Shares
18 transactions
Others Institutions Holding DFAC
# of Institutions
1,134Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.12 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.5 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$674 Million0.22% of portfolio