Atria Wealth Solutions, Inc. Dimensional ETF Tr Dimensional Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 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 26,850 shares of DUHP stock, worth $940,555. This represents 0.01% of its overall portfolio holdings.
Number of Shares
26,850
Previous 26,350
1.9%
Holding current value
$940,555
Previous $842,000
8.55%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio