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 18,082 shares of DFAC stock, worth $657,280. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,082
Previous 16,654 8.57%
Holding current value
$657,280
Previous $536,000 15.67%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR U S CORE EQ


  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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