Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Equity Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,399 shares of DFUS stock, worth $442,234. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,399
Previous 6,399 -0.0%
Holding current value
$442,234
Previous $387,000 10.59%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$59.61 - $66.71 $906,131 - $1.01 Million
-15,201 Reduced 70.38%
6,399 $387,000
Q4 2024

Jan 31, 2025
BUY
$61.52 - $66.5 $903,298 - $976,419
14,683 Added 212.27%
21,600 $1.38 Million
Q4 2023

Feb 02, 2024
SELL
$44.51 - $52.0 $289,760 - $338,520
-6,510 Reduced 48.48%
6,917 $358,000
Q3 2023

Nov 08, 2023
SELL
$46.29 - $49.87 $2,869 - $3,091
-62 Reduced 0.46%
13,427 $625,000
Q2 2023

Aug 03, 2023
SELL
$43.77 - $48.16 $7,659 - $8,428
-175 Reduced 1.28%
13,489 $649,000
Q1 2023

Aug 22, 2023
BUY
$41.24 - $45.43 $7,217 - $7,950
175 Added 1.3%
13,664 $607,000
Q4 2022

Aug 30, 2023
BUY
$38.86 - $44.32 $6,800 - $7,756
175 Added 1.3%
13,664 $568,000
Q4 2022

Feb 13, 2023
SELL
$38.86 - $44.32 $11,891 - $13,561
-306 Reduced 2.19%
13,664 $568,000
Q3 2022

Feb 13, 2023
SELL
$38.82 - $46.57 $485,832 - $582,823
-12,515 Reduced 47.25%
13,970 $556,000
Q3 2022

Nov 14, 2022
BUY
$38.82 - $46.57 $482,377 - $578,678
12,426 Added 88.38%
26,485 $1.06 Million
Q2 2022

Aug 15, 2022
SELL
$39.62 - $49.51 $1,703 - $2,128
-43 Reduced 0.3%
14,059 $573,000
Q1 2022

May 16, 2022
BUY
$45.16 - $52.01 $636,846 - $733,445
14,102 New
14,102 $691,000

Others Institutions Holding DFUS

# of Institutions
780
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email