Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 38,296 shares of DFEM stock, worth $1.01 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
38,296
Previous 38,278
0.05%
Holding current value
$1.01 Million
Previous $1.02 Million
5.38%
% of portfolio
0.15%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding DFEM
# of Institutions
345Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio