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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$23.01 - $25.77 $54,280 - $60,791	2,359 New	2,359 $55,000

Others Institutions Holding DFEV

# of Institutions

160

Shares Held

18.9M

Call Options Held

Put Options Held

Asset Dedication, LLC

2.39M
Shares

$64.2 Million
4.64% of portfolio
High Tower Advisors, LLC Chicago, IL

988K
Shares

$26.6 Million
0.04% of portfolio
Ritholtz Wealth Management

965K
Shares

$26 Million
0.84% of portfolio
True Wealth Design, LLC Akron, OH

786K
Shares

$21.2 Million
8.74% of portfolio
Marquette Asset Management, LLC

637K
Shares

$17.1 Million
2.88% of portfolio

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
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