Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 145,264 shares of DFAI stock, worth $4.21 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
145,264
Previous 145,034
0.16%
Holding current value
$4.21 Million
Previous $4.3 Million
7.27%
% of portfolio
0.64%
Previous 0.65%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
539Shares Held
179MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.3MShares$183 Million26.89% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$175 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.44MShares$158 Million17.91% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$125 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.21MShares$122 Million0.19% of portfolio