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Patriot Financial Group Insurance Agency’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,359
Closed -$55K – 766
2022
Q2 		$55K Buy
+2,359
New +$57.5K 0.01% 700

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Patriot Financial Group Insurance Agency's DFEV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q3 2022, closing a stake of 2,359 shares — an estimated $55K sold.

Patriot Financial Group Insurance Agency first reported a position in DFEV in Q2 2022 and held it in 1 quarter. The position peaked at $55K in Q2 2022. 42 funds tracked by Wall St. Rank hold DFEV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional Emerging Markets Value ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,359 Dimensional Emerging Markets Value ETF shares in Q3 2022, an estimated $55K.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional Emerging Markets Value ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Dimensional Emerging Markets Value ETF position peaked at $55K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.