Patriot Financial Group Insurance Agency’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$985K	Buy
2025 Q2	$798K	Hold
2025 Q1	$724K	Hold
2024 Q4	$763K	Sell
2024 Q3	$749K	Sell
2024 Q2	$712K	Buy
2024 Q1	$572K	Buy