Atria Wealth Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,086 shares of DFSD stock, worth $864,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,086

Previous 13,938 29.76%

Holding current value

$864,149

Previous $655,000 29.77%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$46.64 - $47.15 $193,462 - $195,578	4,148 Added 29.76%	18,086 $850,000
Q1 2024 May 13, 2024	SELL	$46.78 - $47.19 $24,840 - $25,057	-531 Reduced 3.67%	13,938 $655,000
Q4 2023 Feb 02, 2024	SELL	$46.16 - $47.09 $2,631 - $2,684	-57 Reduced 0.39%	14,469 $680,000
Q3 2023 Nov 08, 2023	SELL	$46.24 - $46.65 $16,415 - $16,560	-355 Reduced 2.39%	14,526 $673,000
Q2 2023 Aug 03, 2023	SELL	$46.28 - $46.83 $1.46 Million - $1.47 Million	-31,488 Reduced 67.91%	14,881 $689,000
Q1 2023 Aug 22, 2023	BUY	$46.1 - $46.75 $1.78 Million - $1.8 Million	38,599 Added 259.38%	53,480 $2.5 Million
Q1 2023 Jun 14, 2023	SELL	$46.1 - $46.75 $327,817 - $332,439	-7,111 Reduced 13.3%	46,369 $2.16 Million
Q1 2023 May 10, 2023	BUY	$46.1 - $46.75 $327,817 - $332,439	7,111 Added 15.34%	53,480 $2.5 Million
Q4 2022 Aug 30, 2023	BUY	$45.19 - $46.47 $1.42 Million - $1.46 Million	31,488 Added 211.6%	46,369 $2.14 Million
Q4 2022 Feb 13, 2023	BUY	$45.19 - $46.47 $160,650 - $165,200	3,555 Added 8.3%	46,369 $2.14 Million
Q3 2022 Nov 14, 2022	BUY	$45.55 - $47.51 $1.57 Million - $1.64 Million	34,552 Added 418.2%	42,814 $1.97 Million
Q2 2022 Aug 15, 2022	BUY	$46.22 - $47.82 $381,869 - $395,088	8,262 New	8,262 $387,000

Others Institutions Holding DFSD

# of Institutions

251

Shares Held

42.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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 Short Durat Transaction History