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

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 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 46,155 shares of DFAC stock, worth $1.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

46,155

Previous 46,346 0.41%

Holding current value

$1.5 Million

Previous $1.35 Million 8.86%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$23.74 - $25.81 $10,801 - $11,743	-455 Reduced 1.0%	45,005 $1.09 Million
Q4 2022 Feb 13, 2023	BUY	$23.74 - $25.81 $171,474 - $186,425	7,223 Added 19.12%	45,005 $1.09 Million
Q3 2022 Feb 13, 2023	SELL	$22.74 - $26.54 $634,946 - $741,049	-27,922 Reduced 42.5%	37,782 $859,000
Q3 2022 Nov 14, 2022	BUY	$22.74 - $26.54 $650,705 - $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

843

Shares Held

680M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
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Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Core Eq Transaction History