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

Patriot Financial Group Insurance Agency, LLC

  • $704 Million
  • Q4 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 18,839 shares of DFAU stock, worth $758,834. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,839
Previous 18,875 0.19%
Holding current value
$758,834
Previous $749,000 1.74%
% of portfolio
0.11%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$39.27 - $42.38 $1,413 - $1,525
-36 Reduced 0.19%
18,839 $762,000
Q3 2024

Oct 24, 2024
SELL
$35.8 - $39.69 $4,045 - $4,484
-113 Reduced 0.6%
18,875 $749,000
Q2 2024

Jul 26, 2024
BUY
$34.53 - $37.67 $114,743 - $125,177
3,323 Added 21.21%
18,988 $711,000
Q1 2024

Apr 30, 2024
BUY
$32.59 - $36.54 $510,522 - $572,399
15,665 New
15,665 $572,000

Others Institutions Holding DFAU

# of Institutions
479
Shares Held
2.18B
Call Options Held
0
Put Options Held
400
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
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