Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Transaction History
Patriot Financial Group Insurance Agency, LLC
- $720 Million
- Q3 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 145,264 shares of DFAI stock, worth $4.46 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
145,264
Previous 145,034
0.16%
Holding current value
$4.46 Million
Previous $4.3 Million
7.27%
% of portfolio
0.64%
Previous 0.65%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
529Shares Held
167MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$191 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$167 Million17.91% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$157 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$127 Million0.22% of portfolio