Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$685 Million
Q1 2025

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 152,819 shares of DFAI stock, worth $5.15 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

152,819

Previous 148,495 2.91%

Holding current value

$5.15 Million

Previous $4.34 Million 10.93%

% of portfolio

0.7%

Previous 0.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$28.88 - $32.4 $124,877 - $140,097	4,324 Added 2.91%	152,819 $4.81 Million
Q4 2024 Jan 22, 2025	BUY	$29.0 - $31.6 $93,699 - $102,099	3,231 Added 2.22%	148,495 $4.34 Million
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

# of Institutions

644

Shares Held

235M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

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.

Account

Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Transaction History