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 $641,054. This represents 0.09% of its overall portfolio holdings.
Number of Shares
24,209
Previous 24,278
0.28%
Holding current value
$641,054
Previous $665,000
7.82%
% of portfolio
0.09%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$412 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio