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 $856,372. This represents 0.01% of its overall portfolio holdings.
Number of Shares
18,086
Previous 13,938
29.76%
Holding current value
$856,372
Previous $655,000
29.77%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio