Patten & Patten Inc Dimensional ETF Tr Transaction History
Patten & Patten Inc
- $1.46 Billion
- Q2 2025
A detailed history of Patten & Patten Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Patten & Patten Inc holds 11,718 shares of DFAU stock, worth $535,043. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,718
Previous 12,913
9.25%
Holding current value
$535,043
Previous $496,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio