Patten & Patten Inc Dimensional ETF Tr Transaction History
Patten & Patten Inc
- $1.43 Billion
- Q3 2024
A detailed history of Patten & Patten Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Patten & Patten Inc holds 13,963 shares of DFAU stock, worth $568,433. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,963
Previous 16,043
12.97%
Holding current value
$568,433
Previous $601,000
7.82%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio