Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

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 8,866 shares of DFAU stock, worth $358,009. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,866

Previous 9,861 10.09%

Holding current value

$358,009

Previous $369,000 4.88%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$35.8 - $39.69 $35,621 - $39,491	-995 Reduced 10.09%	8,866 $351,000
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

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History