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

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$28.66 - $33.84 $57 - $67	2 Added 0.35%	569 $16,000
Q1 2022 May 11, 2022	SELL	$30.75 - $35.49 $3,536 - $4,081	-115 Reduced 16.86%	567 $19,000
Q3 2021 Nov 24, 2021	BUY	$32.25 - $33.65 $21,994 - $22,949	682 New	682 $22,000

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$692 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$676 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$399 Million
4.47% of portfolio
Savant Capital, LLC

7.75M
Shares

$277 Million
2.51% of portfolio
Northern Trust Corp Chicago, IL

6.75M
Shares

$241 Million
0.04% of portfolio

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