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 18,875 shares of DFAU stock, worth $781,802. This represents 0.1% of its overall portfolio holdings.
Number of Shares
18,875
Previous 18,988
0.6%
Holding current value
$781,802
Previous $711,000
5.34%
% of portfolio
0.1%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio