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 $4.34 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
145,264
Previous 145,034 0.16%
Holding current value
$4.34 Million
Previous $4.3 Million 7.27%
% of portfolio
0.64%
Previous 0.65%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$28.69 - $32.06 $6,598 - $7,373
230 Added 0.16%
145,264 $4.62 Million
Q2 2024

Jul 26, 2024

BUY
$28.93 - $30.91 $72,440 - $77,398
2,504 Added 1.76%
145,034 $4.3 Million
Q1 2024

Apr 30, 2024

BUY
$27.74 - $30.27 $118,838 - $129,676
4,284 Added 3.1%
142,530 $4.31 Million
Q4 2023

Jan 19, 2024

SELL
$24.88 - $28.69 $253,825 - $292,695
-10,202 Reduced 6.87%
138,246 $3.96 Million
Q3 2023

Oct 19, 2023

BUY
$26.0 - $28.17 $1.21 Million - $1.31 Million
46,544 Added 45.67%
148,448 $3.88 Million
Q2 2023

Jul 17, 2023

BUY
$26.46 - $28.05 $2.26 Million - $2.4 Million
85,406 Added 517.67%
101,904 $2.78 Million
Q1 2023

Apr 20, 2023

SELL
$25.21 - $27.45 $109,613 - $119,352
-4,348 Reduced 20.86%
16,498 $444,000
Q4 2022

Jan 17, 2023

BUY
$21.47 - $25.85 $6,355 - $7,651
296 Added 1.44%
20,846 $0
Q3 2022

Oct 31, 2022

BUY
$21.44 - $25.78 $2,937 - $3,531
137 Added 0.67%
20,550 $443,000
Q2 2022

Jul 29, 2022

SELL
$23.87 - $28.49 $557,746 - $665,697
-23,366 Reduced 53.37%
20,413 $493,000
Q1 2022

May 11, 2022

BUY
$25.94 - $30.08 $134,913 - $156,446
5,201 Added 13.48%
43,779 $1.23 Million
Q4 2021

Jan 10, 2022

BUY
$28.27 - $30.4 $9,583 - $10,305
339 Added 0.89%
38,578 $1.14 Million
Q3 2021

Nov 24, 2021

BUY
$28.39 - $30.41 $1.09 Million - $1.16 Million
38,239 New
38,239 $1.11 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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.