Patten & Patten Inc Dimensional ETF Tr Transaction History
Patten & Patten Inc
- $1.42 Billion
- Q1 2025
A detailed history of Patten & Patten Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Patten & Patten Inc holds 12,913 shares of DFAU stock, worth $564,814. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,913
Previous 13,963
7.52%
Holding current value
$564,814
Previous $565,000
12.21%
% of portfolio
0.03%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio