Patten & Patten Inc Dimensional ETF Tr Transaction History
Patten & Patten Inc
- $1.41 Billion
- Q2 2024
A detailed history of Patten & Patten Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Patten & Patten Inc holds 16,043 shares of DFAU stock, worth $636,104. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,043
Previous 16,043
-0.0%
Holding current value
$636,104
Previous $586,000
2.56%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio