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 9,861 shares of DFAU stock, worth $373,633. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,861
Previous 9,717 1.48%
Holding current value
$373,633
Previous $355,000 3.94%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$34.53 - $37.67 $4,972 - $5,424
144 Added 1.48%
9,861 $369,000
Q1 2024

May 13, 2024

BUY
$32.59 - $36.54 $2,248 - $2,521
69 Added 0.72%
9,717 $355,000
Q4 2023

Feb 02, 2024

BUY
$28.58 - $33.37 $28,580 - $33,370
1,000 Added 11.56%
9,648 $320,000
Q3 2023

Nov 08, 2023

BUY
$29.79 - $32.13 $9,234 - $9,960
310 Added 3.72%
8,648 $259,000
Q2 2023

Aug 03, 2023

BUY
$28.25 - $30.99 $235,548 - $258,394
8,338 New
8,338 $258,000
Q1 2023

Aug 22, 2023

SELL
$26.87 - $29.65 $3,116 - $3,439
-116 Reduced 1.39%
8,222 $236,000
Q1 2023

May 10, 2023

BUY
$26.87 - $29.65 $220,925 - $243,782
8,222 New
8,222 $236,000

Others Institutions Holding DFAU

About DIMENSIONAL ETF TR


  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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