Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr U S Core Eq Transaction History
Patriot Financial Group Insurance Agency, LLC
- $704 Million
- Q4 2024
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 17,893 shares of DFAC stock, worth $636,632. This represents 0.09% of its overall portfolio holdings.
Number of Shares
17,893
Previous 18,082
1.05%
Holding current value
$636,632
Previous $620,000
0.16%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
993Shares Held
763MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio