Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,333 shares of DFAT stock, worth $888,025. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,333
Previous 12,588
29.75%
Holding current value
$888,025
Previous $700,000
29.86%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
749Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$765 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$676 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$486 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$391 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$279 Million2.33% of portfolio