Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $7.87 Billion
- Q1 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 27,521 shares of DUHP stock, worth $938,466. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,521
Previous 27,186
1.23%
Holding current value
$938,466
Previous $918,000
0.65%
% of portfolio
0.01%
Previous 0.01%
Shares
10 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.3 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$240 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$237 Million4.35% of portfolio