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Patten & Patten’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Patten & Patten’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$485K Sell
10,760
-308
-3% -$14.5K 0.03% 239
2025
Q4 		$518K Sell
11,068
-650
-6% -$30.1K 0.03% 237
2025
Q3 		$536K Hold
11,718
– – 0.03% 238
2025
Q2 		$496K Sell
11,718
-1,195
-9% -$46.8K 0.03% 230
2025
Q1 		$496K Sell
12,913
-1,050
-8% -$42.6K 0.03% 226
2024
Q4 		$565K Hold
13,963
– – 0.04% 208
2024
Q3 		$554K Sell
13,963
-2,080
-13% -$79.4K 0.04% 210
2024
Q2 		$601K Hold
16,043
– – 0.04% 199
2024
Q1 		$586K Buy
+16,043
New +$556K 0.04% 206

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM