Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 14,777 shares of DFCF stock, worth $614,132. This represents 0.09% of its overall portfolio holdings.

Number of Shares

14,777

Previous 14,698 0.54%

Holding current value

$614,132

Previous $634,000 3.63%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$41.17 - $43.34 $3,252 - $3,423	79 Added 0.54%	14,777 $611,000
Q3 2024 Oct 24, 2024	BUY	$41.34 - $43.55 $2,397 - $2,525	58 Added 0.4%	14,698 $634,000
Q2 2024 Jul 26, 2024	SELL	$40.79 - $41.97 $304,048 - $312,844	-7,454 Reduced 33.74%	14,640 $608,000
Q1 2024 Apr 30, 2024	BUY	$41.54 - $42.6 $94,337 - $96,744	2,271 Added 11.46%	22,094 $926,000
Q4 2023 Jan 19, 2024	BUY	$39.52 - $42.54 $321,811 - $346,403	8,143 Added 69.72%	19,823 $840,000
Q3 2023 Oct 19, 2023	BUY	$40.3 - $42.05 $255,179 - $266,260	6,332 Added 118.4%	11,680 $471,000
Q2 2023 Jul 17, 2023	BUY	$41.55 - $42.94 $222,209 - $229,643	5,348 New	5,348 $223,000

Others Institutions Holding DFCF

# of Institutions

371

Shares Held

3.55B

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
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Patriot Financial Group Insurance Agency, LLC Dimensional ETF Tr Core Fxd In Transaction History