Atria Wealth Solutions, Inc. Dimensional ETF Tr Short Durat Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 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 17,831 shares of DFSD stock, worth $840,018. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,831
Previous 18,086
1.41%
Holding current value
$840,018
Previous $850,000
0.12%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall 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$97.9 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.3 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.8 Million16.23% of portfolio