Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,052 shares of DFIC stock, worth $535,815. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,052
Previous 16,845
4.71%
Holding current value
$535,815
Previous $467,000
6.85%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio