Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 7,666 shares of DFIC stock, worth $205,832. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,666
Previous 7,659
0.09%
Holding current value
$205,832
Previous $201,000
6.97%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$725 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$691 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$424 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$131 Million17.02% of portfolio