Patten & Patten Inc Dimensional ETF Tr Transaction History

Patten & Patten Inc

$1.39 Billion
Q1 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 $610,757. This represents 0.04% of its overall portfolio holdings.

Number of Shares

16,043

Holding current value

$610,757

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$32.59 - $36.54 $522,841 - $586,211	16,043 New	16,043 $586,000

Others Institutions Holding DFAU

# of Institutions

386

Shares Held

95.3M

Call Options Held

Put Options Held

Modera Wealth Management, LLC

4.18M
Shares

$159 Million
2.33% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$158 Million
5.04% of portfolio
Sequoia Financial Advisors, LLC

3.67M
Shares

$140 Million
1.68% of portfolio
Aquire Wealth Advisors, LLC

3.23M
Shares

$123 Million
41.25% of portfolio
Blankinship & Foster, LLC Solana Beach, CA

2.67M
Shares

$102 Million
25.27% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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