Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr U S Core Eq Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 17,972 shares of DFAC stock, worth $689,046. This represents 0.08% of its overall portfolio holdings.

Number of Shares
17,972
Previous 17,928 0.25%
Holding current value
$689,046
Previous $588,000 9.52%
% of portfolio
0.08%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$29.12 - $35.84 $1,281 - $1,576
44 Added 0.25%
17,972 $644,000
Q1 2025

Apr 14, 2025
BUY
$32.42 - $36.13 $1,134 - $1,264
35 Added 0.2%
17,928 $588,000
Q4 2024

Jan 22, 2025
SELL
$33.92 - $36.6 $6,410 - $6,917
-189 Reduced 1.05%
17,893 $619,000
Q3 2024

Oct 24, 2024
BUY
$31.05 - $34.29 $44,339 - $48,966
1,428 Added 8.57%
18,082 $620,000
Q2 2024

Jul 26, 2024
SELL
$30.09 - $32.37 $86,418 - $92,966
-2,872 Reduced 14.71%
16,654 $536,000
Q1 2024

Apr 30, 2024
BUY
$28.62 - $31.95 $143 - $159
5 Added 0.03%
19,526 $623,000
Q4 2023

Jan 19, 2024
SELL
$24.91 - $29.38 $722 - $852
-29 Reduced 0.15%
19,521 $570,000
Q3 2023

Oct 19, 2023
BUY
$26.05 - $28.22 $57,804 - $62,620
2,219 Added 12.8%
19,550 $512,000
Q2 2023

Jul 17, 2023
BUY
$24.86 - $27.15 $430,848 - $470,536
17,331 New
17,331 $470,000
Q2 2022

Jul 29, 2022
SELL
$22.75 - $27.77 $2,934 - $3,582
-129 Reduced 3.02%
4,141 $96,000
Q1 2022

May 11, 2022
BUY
$25.76 - $29.21 $43,070 - $48,839
1,672 Added 64.36%
4,270 $118,000
Q4 2021

Jan 10, 2022
BUY
$26.63 - $29.09 $2,476 - $2,705
93 Added 3.71%
2,598 $75,000
Q3 2021

Nov 24, 2021
BUY
$26.06 - $27.9 $65,280 - $69,889
2,505 New
2,505 $67,000

Others Institutions Holding DFAC

# of Institutions
1,135
Shares Held
835M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email