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

Patriot Financial Group Insurance Agency, LLC

$621 Million
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	$30.92 - $35.31 $36,671 - $41,877	1,186 New	1,186 $37,000

Others Institutions Holding DFUV

# of Institutions

593

Shares Held

242M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

25.8M
Shares

$1.01 Billion
3.0% of portfolio
Envestnet Asset Management Inc

24M
Shares

$936 Million
0.37% of portfolio
Savant Capital, LLC

16.6M
Shares

$646 Million
7.85% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.5M
Shares

$565 Million
6.73% of portfolio
Ci Private Wealth, LLC Miami, FL

11M
Shares

$427 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account