Atria Wealth Solutions’s T. Rowe Price Dividend Growth ETF TDVG Stock Holding History

Atria Wealth Solutions’s Portfolio TDVG Stock Details TDVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16,616	Closed	-$671K	–	1885
2025 Q1	$671K	Buy	16,616 +3,416	+26%	+$139K	0.01%	1053
2024 Q4	$523K	Buy	13,200 +3,254	+33%	+$133K	0.01%	1260
2024 Q3	$407K	Buy	9,946 +81	+0.8%	+$3.21K	﹤0.01%	1343
2024 Q2	$380K	Buy	9,865 +819	+9%	+$30.9K	﹤0.01%	1367
2024 Q1	$344K	Sell	9,046 -31,405	-78%	-$1.14M	﹤0.01%	1471
2023 Q4	$1.43M	Sell	40,451 -767	-2%	-$25.5K	0.02%	731
2023 Q3	$1.32M	Sell	41,218 -35,315	-46%	-$1.18M	0.02%	705
2023 Q2	$2.55M	Buy	+76,533	New	+$2.47M	0.03%	489

Other funds holding TDVG

National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea $132B AUM 28.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Atria Wealth Solutions's TDVG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of T. Rowe Price Dividend Growth ETF (TDVG) in Q2 2025, closing a stake of 16,616 shares — an estimated $671K sold.

Atria Wealth Solutions first reported a position in TDVG in Q2 2023 and held it in 8 quarters. The position peaked at $2.55M in Q2 2023. 113 funds tracked by Wall St. Rank hold TDVG as of Q2 2025.

Atria Wealth Solutions reported no remaining T. Rowe Price Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,616 T. Rowe Price Dividend Growth ETF shares in Q2 2025, an estimated $671K.
Atria Wealth Solutions first reported a position in T. Rowe Price Dividend Growth ETF in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's T. Rowe Price Dividend Growth ETF position peaked at $2.55M in Q2 2023.
113 funds tracked by Wall St. Rank held T. Rowe Price Dividend Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.