Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Small C Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$56.66 - $62.34 $52,580 - $57,851	-928 Reduced 2.88%	31,262 $1.95 Million
Q4 2023 Feb 02, 2024	BUY	$48.83 - $60.51 $132,768 - $164,526	2,719 Added 9.23%	32,190 $1.92 Million
Q3 2023 Nov 08, 2023	BUY	$51.84 - $57.67 $87,765 - $97,635	1,693 Added 6.09%	29,471 $1.55 Million
Q2 2023 Aug 03, 2023	BUY	$49.85 - $54.8 $428,410 - $470,951	8,594 Added 44.8%	27,778 $1.52 Million
Q1 2023 Aug 22, 2023	SELL	$50.35 - $57.8 $319,772 - $367,087	-6,351 Reduced 22.86%	21,427 $1.13 Million
Q1 2023 Jun 14, 2023	SELL	$50.35 - $57.8 $112,935 - $129,645	-2,243 Reduced 10.47%	19,184 $1.01 Million
Q1 2023 May 10, 2023	BUY	$50.35 - $57.8 $112,935 - $129,645	2,243 Added 11.69%	21,427 $1.13 Million
Q4 2022 Aug 30, 2023	SELL	$47.77 - $54.73 $410,535 - $470,349	-8,594 Reduced 30.94%	19,184 $981,000
Q4 2022 Feb 13, 2023	BUY	$47.77 - $54.73 $129,982 - $148,920	2,721 Added 16.53%	19,184 $981,000
Q3 2022 Feb 13, 2023	BUY	$46.47 - $55.84 $322,548 - $387,585	6,941 Added 72.89%	16,463 $773,000
Q3 2022 Nov 14, 2022	BUY	$46.47 - $55.84 $4,554 - $5,472	98 Added 1.04%	9,522 $462,000
Q2 2022 Aug 15, 2022	BUY	$46.65 - $56.4 $74,779 - $90,409	1,603 Added 20.5%	9,424 $452,000
Q1 2022 May 16, 2022	BUY	$53.45 - $60.82 $418,032 - $475,673	7,821 New	7,821 $438,000

Others Institutions Holding DFAS

# of Institutions

690

Shares Held

107M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

11.2M
Shares

$729 Million
0.72% of portfolio
Northern Trust Corp Chicago, IL

7M
Shares

$455 Million
0.08% of portfolio
Index Fund Advisors, Inc.

6.66M
Shares

$433 Million
23.57% of portfolio
Bank Of America Corp Charlotte, NC

4.91M
Shares

$319 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$177 Million
1.82% of portfolio

About DIMENSIONAL ETF TR U S SMALL C

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