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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 10,124 shares of DFAT stock, worth $591,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,124

Previous 11,733 13.71%

Holding current value

$591,039

Previous $604,000 9.6%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$44.8 - $53.97 $72,083 - $86,837	-1,609 Reduced 13.71%	10,124 $546,000
Q1 2025 May 09, 2025	SELL	$50.44 - $58.1 $232,024 - $267,260	-4,600 Reduced 28.16%	11,733 $604,000
Q4 2024 Jan 31, 2025	BUY	$54.54 - $61.04 $204,252 - $228,594	3,745 Added 29.75%	16,333 $909,000
Q3 2024 Nov 08, 2024	SELL	$51.0 - $57.07 $12,240 - $13,696	-240 Reduced 1.87%	12,588 $700,000
Q2 2024 Jul 22, 2024	SELL	$50.18 - $54.47 $2,107 - $2,287	-42 Reduced 0.33%	12,828 $665,000
Q1 2024 May 13, 2024	SELL	$49.45 - $54.43 $49,697 - $54,702	-1,005 Reduced 7.24%	12,870 $700,000
Q4 2023 Feb 02, 2024	SELL	$42.71 - $53.09 $207,399 - $257,805	-4,856 Reduced 25.92%	13,875 $726,000
Q3 2023 Nov 08, 2023	SELL	$45.07 - $49.71 $27,222 - $30,024	-604 Reduced 3.12%	18,731 $855,000
Q2 2023 Aug 03, 2023	BUY	$41.44 - $46.39 $41,522 - $46,482	1,002 Added 5.47%	19,335 $896,000
Q1 2023 Aug 22, 2023	SELL	$42.38 - $49.75 $13,349 - $15,671	-315 Reduced 1.63%	19,020 $846,000
Q1 2023 Jun 14, 2023	SELL	$42.38 - $49.75 $29,115 - $34,178	-687 Reduced 3.61%	18,333 $815,000
Q1 2023 May 10, 2023	BUY	$42.38 - $49.75 $29,115 - $34,178	687 Added 3.75%	19,020 $846,000
Q4 2022 Aug 30, 2023	SELL	$40.24 - $46.91 $40,320 - $47,003	-1,002 Reduced 5.18%	18,333 $805,000
Q4 2022 Feb 13, 2023	BUY	$40.24 - $46.91 $199,268 - $232,298	4,952 Added 37.01%	18,333 $805,000
Q3 2022 Nov 14, 2022	BUY	$38.84 - $46.6 $36,004 - $43,198	927 Added 7.44%	13,381 $521,000
Q2 2022 Aug 15, 2022	SELL	$39.72 - $47.15 $139,496 - $165,590	-3,512 Reduced 22.0%	12,454 $501,000
Q1 2022 May 16, 2022	BUY	$44.35 - $48.64 $708,092 - $776,586	15,966 New	15,966 $744,000

Others Institutions Holding DFAT

# of Institutions

784

Shares Held

171M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Target Transaction History