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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 10, 2022	SELL	$25.17 - $26.82 $2,416 - $2,574	-96 Reduced 72.18%	37 $1,000
Q3 2021 Nov 24, 2021	BUY	$25.83 - $27.21 $3,435 - $3,618	133 New	133 $3,000

Others Institutions Holding DFAX

# of Institutions

512

Shares Held

221M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$278 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$225 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$186 Million
0.09% of portfolio
Geometric Wealth Advisors

7.2M
Shares

$178 Million
37.5% of portfolio
Commonwealth Equity Services, LLC

5.7M
Shares

$141 Million
0.23% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

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