Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 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 29,596 shares of DUHP stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
29,596
Previous 27,521
7.54%
Holding current value
$1.12 Million
Previous $912,000
15.35%
% of portfolio
0.03%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
462Shares Held
244MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$272 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio