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Dimensional Etf Trust shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 154k 24.42
2023-09-30 $3.5M 154k 22.52
2023-06-30 $2.1M 90k 23.31
2023-03-31 $2.1M 91k 23.06
2022-12-31 $1.4M 64k 21.60
2022-09-30 $1.8M 93k 18.89

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
RFG Advisory
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark
Pathstone Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Great Waters Wealth Management
Evanson Asset Management

View all funds holding Dimensional Etf Trust