Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Dimensional 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	$22.18 - $26.16 $51,457 - $60,691	2,320 New	2,320 $52,000

Others Institutions Holding DFSV

# of Institutions

340

Shares Held

95.2M

Call Options Held

10.1K

Put Options Held

Alaska Permanent Fund Corp Juneau, AK

8.21M
Shares

$252 Million
3.73% of portfolio
Savant Capital, LLC

6.57M
Shares

$202 Million
1.72% of portfolio
Jmg Financial Group, Ltd.

5.2M
Shares

$160 Million
5.67% of portfolio
Ci Private Wealth, LLC Miami, FL

3.43M
Shares

$105 Million
0.15% of portfolio
Mather Group, Llc. Chicago, IL

2.97M
Shares

$91.3 Million
1.18% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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