Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 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 42,109 shares of DFAX stock, worth $1.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

42,109

Holding current value

$1.11 Million

% of portfolio

0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$24.76 - $27.04 $1.04 Million - $1.14 Million	42,109 New	42,109 $1.05 Million
Q4 2023 Feb 02, 2024	SELL	$21.44 - $24.42 $2,122 - $2,417	-99 Reduced 0.06%	153,742 $3.75 Million
Q3 2023 Nov 08, 2023	BUY	$22.41 - $24.35 $1.43 Million - $1.56 Million	64,012 Added 71.26%	153,841 $3.46 Million
Q2 2023 Aug 03, 2023	BUY	$22.56 - $24.03 $586,853 - $625,092	26,013 Added 40.76%	89,829 $2.09 Million
Q1 2023 Aug 22, 2023	BUY	$21.74 - $23.72 $24,609 - $26,851	1,132 Added 1.26%	90,961 $2.1 Million
Q1 2023 Jun 14, 2023	SELL	$21.74 - $23.72 $590,132 - $643,879	-27,145 Reduced 29.84%	63,816 $1.47 Million
Q1 2023 May 10, 2023	BUY	$21.74 - $23.72 $590,132 - $643,879	27,145 Added 42.54%	90,961 $2.1 Million
Q4 2022 Aug 30, 2023	SELL	$18.81 - $22.36 $489,304 - $581,650	-26,013 Reduced 28.96%	63,816 $1.38 Million
Q4 2022 Feb 13, 2023	BUY	$18.81 - $22.36 $46,498 - $55,273	2,472 Added 4.03%	63,816 $1.38 Million
Q3 2022 Feb 13, 2023	SELL	$18.89 - $22.64 $605,405 - $725,589	-32,049 Reduced 34.32%	61,344 $1.19 Million
Q3 2022 Nov 14, 2022	BUY	$18.89 - $22.64 $1.76 Million - $2.11 Million	93,393 New	93,393 $1.85 Million

Others Institutions Holding DFAX

# of Institutions

575

Shares Held

244M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History