Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History
Atria Wealth Solutions, Inc.
- $8.79 Billion
- Q2 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 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
Others Institutions Holding DFAU
# of Institutions
383Shares Held
98.3MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio