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Dimensional Etf Trust shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 $684k 24k 28.61
2023-09-30 $545k 21k 25.69
2023-06-30 $552k 21k 26.54
2023-03-31 $534k 21k 25.14

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

Mercer Global Advisors
Forum Financial Management
Vista Wealth Management Group
CI Private Wealth
Aprio Wealth Management
Pure Financial Advisors
Alesco Advisors
HighTower Advisors
Captrust Financial Advisors
LVZ Advisors
BKD Wealth Advisors
Bouchey Financial
Planning Center
Bank Of Montreal
DiNuzzo Private Wealth

View all funds holding Dimensional Etf Trust