Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

512

Shares Held

221M

Call Options Held

0

Put Options Held

0

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Ticker DFAX

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