Chico Wealth Ria Dimensional ETF Tr U S Core Eq Transaction History
Chico Wealth Ria
- $108 Million
- Q2 2024
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 1,532,970 shares of DFAC stock, worth $50.3 Million. This represents 45.6% of its overall portfolio holdings.
Number of Shares
1,532,970
Previous 1,477,811
3.73%
Holding current value
$50.3 Million
Previous $47.2 Million
4.67%
% of portfolio
45.6%
Previous 45.04%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
876Shares Held
710MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.75 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.56 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.3MShares$1.23 Billion24.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.22 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$579 Million0.29% of portfolio