Atria Wealth Solutions, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,725 shares of DFUV stock, worth $767,350. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,725
Previous 19,266 2.81%
Holding current value
$767,350
Previous $788,000 2.16%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2025
SELL
$39.96 - $43.3 $21,618 - $23,425
-541 Reduced 2.81%
18,725 $771,000
Q4 2024

Jan 31, 2025
BUY
$40.38 - $44.35 $11,104 - $12,196
275 Added 1.45%
19,266 $788,000
Q2 2024

Jul 22, 2024
SELL
$38.53 - $40.76 $4,508 - $4,768
-117 Reduced 0.61%
18,991 $745,000
Q1 2024

May 13, 2024
SELL
$36.22 - $40.9 $11,735 - $13,251
-324 Reduced 1.67%
19,108 $781,000
Q4 2023

Feb 02, 2024
SELL
$31.85 - $37.39 $160,396 - $188,296
-5,036 Reduced 20.58%
19,432 $723,000
Q2 2023

Aug 03, 2023
SELL
$32.32 - $34.5 $40,884 - $43,642
-1,265 Reduced 4.92%
24,468 $844,000
Q1 2023

Aug 22, 2023
BUY
$31.9 - $35.83 $8,453 - $9,494
265 Added 1.08%
24,733 $828,000
Q1 2023

Jun 14, 2023
BUY
$31.9 - $35.83 $31,900 - $35,830
1,000 Added 4.04%
25,733 $861,000
Q1 2023

May 10, 2023
SELL
$31.9 - $35.83 $31,900 - $35,830
-1,000 Reduced 3.89%
24,733 $828,000
Q4 2022

Aug 30, 2023
BUY
$30.23 - $35.36 $38,240 - $44,730
1,265 Added 5.17%
25,733 $861,000
Q3 2022

Nov 14, 2022
BUY
$29.6 - $34.78 $29 - $34
1 Added 0.0%
25,733 $762,000
Q2 2022

Aug 15, 2022
BUY
$30.92 - $35.31 $795,633 - $908,596
25,732 New
25,732 $813,000

Others Institutions Holding DFUV

# of Institutions
729
Shares Held
274M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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