Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,490 shares of DFAU stock, worth $327,612. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,490
Previous 8,817
15.05%
Holding current value
$327,612
Previous $338,000
6.21%
% of portfolio
0.01%
Previous 0.0%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio