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 $3.21 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
97,917
Previous 63,823
53.42%
Holding current value
$3.21 Million
Previous $2.19 Million
54.8%
% of portfolio
0.04%
Previous 0.02%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,066Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.88 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.53 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.23 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$596 Million0.26% of portfolio