Patten & Patten Inc. TN Has $496,000 Position in Dimensional US Core Equity Market ETF $DFAU

Patten & Patten Inc. TN reduced its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 9.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 11,718 shares of the company’s stock after selling 1,195 shares during the quarter. Patten & Patten Inc. TN’s holdings in Dimensional US Core Equity Market ETF were worth $496,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Sequoia Financial Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 18.4% during the second quarter. Sequoia Financial Advisors LLC now owns 6,662,285 shares of the company’s stock worth $282,214,000 after buying an additional 1,034,590 shares during the last quarter. RVW Wealth LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 56.1% during the second quarter. RVW Wealth LLC now owns 4,331,669 shares of the company’s stock worth $183,489,000 after buying an additional 1,557,053 shares during the last quarter. Aquire Wealth Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 3.9% during the first quarter. Aquire Wealth Advisors LLC now owns 3,757,283 shares of the company’s stock worth $144,430,000 after buying an additional 140,869 shares during the last quarter. OneDigital Investment Advisors LLC lifted its holdings in shares of Dimensional US Core Equity Market ETF by 12.5% during the first quarter. OneDigital Investment Advisors LLC now owns 3,529,903 shares of the company’s stock worth $135,689,000 after buying an additional 391,676 shares during the last quarter. Finally, Allworth Financial LP lifted its holdings in shares of Dimensional US Core Equity Market ETF by 8.5% during the first quarter. Allworth Financial LP now owns 3,207,530 shares of the company’s stock worth $120,282,000 after buying an additional 251,731 shares during the last quarter.

Dimensional US Core Equity Market ETF Stock Down 0.7%

Shares of DFAU stock opened at $45.32 on Friday. Dimensional US Core Equity Market ETF has a 12 month low of $33.06 and a 12 month high of $46.25. The firm has a market cap of $9.46 billion, a PE ratio of 23.25 and a beta of 0.98. The stock has a 50 day moving average of $44.98 and a 200-day moving average of $41.89.

Dimensional US Core Equity Market ETF Company Profile

The Dimensional US Core Equity Market ETF (DFAU) is an exchange-traded fund that is based on the Russell 3000 index. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAU was launched on Nov 17, 2020 and is managed by Dimensional.