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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
Q2 		$540K Sell
10,450
-310
-3% -$15.5K 0.03% 242
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 $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Patten & Patten's DFAU Position: Q2 2026 in Review

Patten & Patten reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 2.9% in Q2 2026, selling an estimated $15.5K and leaving 10,450 shares worth $540K. The position accounts for 0.03% of the portfolio, ranked #242.

Patten & Patten first reported a position in DFAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $601K in Q2 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Patten & Patten held 10,450 shares of Dimensional US Core Equity Market ETF worth $540K as of Q2 2026.
  • Patten & Patten sold 310 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $15.5K.
  • Dimensional US Core Equity Market ETF made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #242 holding.
  • Patten & Patten first reported a position in Dimensional US Core Equity Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Patten & Patten's Dimensional US Core Equity Market ETF position peaked at $601K in Q2 2024.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.