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 $60.4 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
$60.4 Million
Previous $53.6 Million
9.62%
% of portfolio
46.85%
Previous 46.94%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.02 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.98 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$640 Million0.23% of portfolio