Atria Investments LLC Dimensional ETF Tr Transaction History
Atria Investments LLC
- $7.49 Billion
- Q4 2024
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio