Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 66,569 shares of DFAI stock, worth $2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
66,569
Previous 64,202 3.69%
Holding current value
$2 Million
Previous $1.84 Million 9.41%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$27.74 - $30.27 $65,660 - $71,649
2,367 Added 3.69%
66,569 $2.01 Million
Q4 2023

Feb 02, 2024
BUY
$24.88 - $28.69 $35,080 - $40,452
1,410 Added 2.25%
64,202 $1.84 Million
Q3 2023

Nov 08, 2023
BUY
$26.0 - $28.17 $157,638 - $170,794
6,063 Added 10.69%
62,792 $1.64 Million
Q2 2023

Aug 03, 2023
BUY
$26.46 - $28.05 $286,323 - $303,529
10,821 Added 23.57%
56,729 $1.55 Million
Q1 2023

Aug 22, 2023
SELL
$25.21 - $27.45 $115,663 - $125,940
-4,588 Reduced 8.09%
52,141 $1.41 Million
Q1 2023

Jun 14, 2023
SELL
$25.21 - $27.45 $157,133 - $171,095
-6,233 Reduced 11.95%
45,908 $1.24 Million
Q1 2023

May 10, 2023
BUY
$25.21 - $27.45 $157,133 - $171,095
6,233 Added 13.58%
52,141 $1.41 Million
Q4 2022

Aug 30, 2023
SELL
$23.24 - $25.85 $251,480 - $279,722
-10,821 Reduced 19.07%
45,908 $1.15 Million
Q4 2022

Feb 13, 2023
BUY
$23.24 - $25.85 $117,501 - $130,697
5,056 Added 12.38%
45,908 $1.15 Million
Q3 2022

Feb 13, 2023
BUY
$21.89 - $25.78 $26,049 - $30,678
1,190 Added 3.0%
40,852 $894,000
Q3 2022

Nov 14, 2022
BUY
$21.89 - $25.78 $3,195 - $3,763
146 Added 0.37%
39,662 $961,000
Q2 2022

Aug 15, 2022
BUY
$23.87 - $28.49 $180,552 - $215,498
7,564 Added 23.67%
39,516 $954,000
Q1 2022

May 16, 2022
BUY
$25.94 - $30.08 $828,834 - $961,116
31,952 New
31,952 $899,000

Others Institutions Holding DFAI

# of Institutions
493
Shares Held
135M
Call Options Held
400
Put Options Held
177K
View Full List

About DIMENSIONAL ETF TR

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