Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,490 shares of DFAU stock, worth $344,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,490

Previous 8,817 15.05%

Holding current value

$344,165

Previous $338,000 6.21%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$34.04 - $42.36 $45,171 - $56,211	-1,327 Reduced 15.05%	7,490 $317,000
Q1 2025 May 09, 2025	BUY	$37.84 - $42.29 $1,892 - $2,114	50 Added 0.57%	8,817 $338,000
Q4 2024 Jan 31, 2025	SELL	$39.27 - $42.38 $3,887 - $4,195	-99 Reduced 1.12%	8,767 $354,000
Q3 2024 Nov 08, 2024	SELL	$35.8 - $39.69 $35,621 - $39,491	-995 Reduced 10.09%	8,866 $351,000
Q2 2024 Jul 22, 2024	BUY	$34.53 - $37.67 $4,972 - $5,424	144 Added 1.48%	9,861 $369,000

Q1 2024 May 13, 2024	BUY	$32.59 - $36.54 $2,248 - $2,521	69 Added 0.72%	9,717 $355,000
Q4 2023 Feb 02, 2024	BUY	$28.58 - $33.37 $28,580 - $33,370	1,000 Added 11.56%	9,648 $320,000
Q3 2023 Nov 08, 2023	BUY	$29.79 - $32.13 $9,234 - $9,960	310 Added 3.72%	8,648 $259,000
Q2 2023 Aug 03, 2023	BUY	$28.25 - $30.99 $235,548 - $258,394	8,338 New	8,338 $258,000
Q1 2023 Aug 22, 2023	SELL	$26.87 - $29.65 $3,116 - $3,439	-116 Reduced 1.39%	8,222 $236,000
Q1 2023 May 10, 2023	BUY	$26.87 - $29.65 $220,925 - $243,782	8,222 New	8,222 $236,000

Others Institutions Holding DFAU

# of Institutions

547

Shares Held

150M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Dimensional ETF Tr Transaction History