Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 24,209 shares of DFAE stock, worth $635,486. This represents 0.09% of its overall portfolio holdings.

Number of Shares
24,209
Previous 24,278 0.28%
Holding current value
$635,486
Previous $665,000 7.82%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$25.36 - $28.15 $1,749 - $1,942
-69 Reduced 0.28%
24,209 $613,000
Q3 2024

Oct 24, 2024
SELL
$24.46 - $27.82 $317 - $361
-13 Reduced 0.05%
24,278 $665,000
Q2 2024

Jul 26, 2024
SELL
$24.03 - $26.3 $1,417 - $1,551
-59 Reduced 0.24%
24,291 $628,000
Q1 2024

Apr 30, 2024
BUY
$22.74 - $24.88 $16,031 - $17,540
705 Added 2.98%
24,350 $601,000
Q4 2023

Jan 19, 2024
SELL
$21.63 - $24.11 $292,675 - $326,232
-13,531 Reduced 36.4%
23,645 $570,000
Q3 2023

Oct 19, 2023
SELL
$22.43 - $24.83 $585,849 - $648,534
-26,119 Reduced 41.27%
37,176 $839,000
Q2 2023

Jul 17, 2023
BUY
$22.38 - $24.3 $1.42 Million - $1.54 Million
63,295 New
63,295 $1.48 Million
Q3 2022

Oct 31, 2022
SELL
$20.09 - $23.68 $17,699 - $20,862
-881 Reduced 7.7%
10,565 $212,000
Q2 2022

Jul 29, 2022
BUY
$22.9 - $27.06 $57,937 - $68,461
2,530 Added 28.38%
11,446 $265,000
Q1 2022

May 11, 2022
BUY
$24.29 - $28.31 $34,686 - $40,426
1,428 Added 19.07%
8,916 $234,000
Q4 2021

Jan 10, 2022
BUY
$26.45 - $28.31 $8,675 - $9,285
328 Added 4.58%
7,488 $205,000
Q3 2021

Nov 24, 2021
BUY
$26.95 - $29.48 $192,962 - $211,076
7,160 New
7,160 $195,000

Others Institutions Holding DFAE

# of Institutions
536
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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