Chico Wealth Ria Dimensional ETF Tr U S Core Eq Transaction History
Chico Wealth Ria
- $114 Million
- Q1 2025
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Chico Wealth Ria holds 1,624,519 shares of DFAC stock, worth $52.4 Million. This represents 46.94% of its overall portfolio holdings.
Number of Shares
1,624,519
Previous 1,593,574
1.94%
Holding current value
$52.4 Million
Previous $55.1 Million
2.8%
% of portfolio
46.94%
Previous 48.6%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,078Shares Held
804MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc52.2MShares$1.68 Billion0.58% of portfolio
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Mercer Global Advisors Inc Denver, CO46.5MShares$1.5 Billion3.97% of portfolio
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Forum Financial Management, LP Lombard, IL37.8MShares$1.22 Billion23.61% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.2 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC18.2MShares$586 Million0.26% of portfolio