Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

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	$21.47 - $25.85 $232,326 - $279,722	-10,821 Reduced 19.07%	45,908 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$21.47 - $25.85 $108,552 - $130,697	5,056 Added 12.38%	45,908 $1.15 Million
Q3 2022 Feb 13, 2023	BUY	$21.44 - $25.78 $25,513 - $30,678	1,190 Added 3.0%	40,852 $894,000
Q3 2022 Nov 14, 2022	BUY	$21.44 - $25.78 $3,130 - $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

528

Shares Held

166M

Call Options Held

400

Put Options Held

0

About DIMENSIONAL ETF TR

Ticker DFAI
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