Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $8.74 Billion
- Q4 2024
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 12,436 shares of DFIC stock, worth $348,456. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,436
Previous 12,298
1.12%
Holding current value
$348,456
Previous $346,000
7.23%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
442Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio