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 $530,679. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,052
Previous 16,845
4.71%
Holding current value
$530,679
Previous $467,000
6.85%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
512Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$951 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$528 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$203 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$168 Million0.21% of portfolio