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

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 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 12,828 shares of DFAT stock, worth $711,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,828
Previous 12,870 0.33%
Holding current value
$711,569
Previous $700,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
648
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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