Chico Wealth Ria Dimensional ETF Tr U S Core Eq Transaction History
Chico Wealth Ria
- $125 Million
- Q2 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 1,639,124 shares of DFAC stock, worth $63.6 Million. This represents 46.85% of its overall portfolio holdings.
Number of Shares
1,639,124
Previous 1,624,519
0.9%
Holding current value
$63.6 Million
Previous $53.6 Million
9.62%
% of portfolio
46.85%
Previous 46.94%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio