Atria Wealth Solutions, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 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 19,048 shares of DFUV stock, worth $854,302. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,048
Previous 18,725
1.72%
Holding current value
$854,302
Previous $771,000
4.41%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
745Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.62 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$750 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$647 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$370 Million0.51% of portfolio