Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Equity Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,600 shares of DFUS stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,600

Previous 6,917 212.27%

Holding current value

$1.35 Million

Previous $430,000 220.23%

% of portfolio

0.02%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$61.52 - $66.5 $903,298 - $976,419	14,683 Added 212.27%	21,600 $1.38 Million
Q4 2023 Feb 02, 2024	SELL	$44.51 - $52.0 $289,760 - $338,520	-6,510 Reduced 48.48%	6,917 $358,000
Q3 2023 Nov 08, 2023	SELL	$46.29 - $49.87 $2,869 - $3,091	-62 Reduced 0.46%	13,427 $625,000
Q2 2023 Aug 03, 2023	SELL	$43.77 - $48.16 $7,659 - $8,428	-175 Reduced 1.28%	13,489 $649,000
Q1 2023 Aug 22, 2023	BUY	$41.24 - $45.43 $7,217 - $7,950	175 Added 1.3%	13,664 $607,000
Q4 2022 Aug 30, 2023	BUY	$38.86 - $44.32 $6,800 - $7,756	175 Added 1.3%	13,664 $568,000
Q4 2022 Feb 13, 2023	SELL	$38.86 - $44.32 $11,891 - $13,561	-306 Reduced 2.19%	13,664 $568,000
Q3 2022 Feb 13, 2023	SELL	$38.82 - $46.57 $485,832 - $582,823	-12,515 Reduced 47.25%	13,970 $556,000
Q3 2022 Nov 14, 2022	BUY	$38.82 - $46.57 $482,377 - $578,678	12,426 Added 88.38%	26,485 $1.06 Million
Q2 2022 Aug 15, 2022	SELL	$39.62 - $49.51 $1,703 - $2,128	-43 Reduced 0.3%	14,059 $573,000
Q1 2022 May 16, 2022	BUY	$45.16 - $52.01 $636,846 - $733,445	14,102 New	14,102 $691,000

Others Institutions Holding DFUS

# of Institutions

724

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Dimensional ETF Tr U S Equity Transaction History