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

Patriot Financial Group Insurance Agency, LLC

  • $667 Million
  • Q2 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 16,654 shares of DFAC stock, worth $559,740. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,654
Previous 19,526 14.71%
Holding current value
$559,740
Previous $623,000 13.96%
% of portfolio
0.08%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
876
Shares Held
710M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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