Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $7.87 Billion
- Q1 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 16,845 shares of DFIC stock, worth $513,098. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,845
Previous 12,436
35.45%
Holding current value
$513,098
Previous $321,000
45.48%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$941 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$839 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$494 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$192 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio