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

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

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 19,108 shares of DFUV stock, worth $744,829. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,108

Previous 19,432 1.67%

Holding current value

$744,829

Previous $723,000 8.02%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$33.0 - $35.36 $41,745 - $44,730	1,265 Added 5.17%	25,733 $861,000
Q3 2022 Nov 14, 2022	BUY	$30.15 - $34.78 $30 - $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

593

Shares Held

242M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

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