Atria Wealth Solutions, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Atria Wealth Solutions, Inc.
- $4.15 Billion
- Q2 2025
A detailed history of Atria Wealth Solutions, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 19,048 shares of DFUV stock, worth $857,921. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,048
Previous 18,725
1.72%
Holding current value
$857,921
Previous $771,000
4.41%
% of portfolio
0.02%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio