A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 367,495 shares of DFAE stock, worth $9.5 Million. This represents 8.77% of its overall portfolio holdings.

Number of Shares
367,495
Previous 351,820 4.46%
Holding current value
$9.5 Million
Previous $8.7 Million 9.33%
% of portfolio
8.77%
Previous 8.3%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$24.03 - $26.3 $376,670 - $412,252
15,675 Added 4.46%
367,495 $9.51 Million
Q1 2024

Apr 18, 2024

BUY
$22.74 - $24.88 $450,547 - $492,947
19,813 Added 5.97%
351,820 $8.7 Million
Q4 2023

Jan 22, 2024

SELL
$21.63 - $24.11 $11,485 - $12,802
-531 Reduced 0.16%
332,007 $8 Million
Q3 2023

Oct 13, 2023

BUY
$22.43 - $24.83 $238,789 - $264,340
10,646 Added 3.31%
332,538 $7.51 Million
Q2 2023

Aug 10, 2023

BUY
$22.38 - $24.3 $408,188 - $443,207
18,239 Added 6.01%
321,892 $7.55 Million
Q1 2023

May 11, 2023

SELL
$21.78 - $24.36 $1.53 Million - $1.71 Million
-70,270 Reduced 18.79%
303,653 $6.99 Million
Q4 2022

Jan 18, 2023

BUY
$20.68 - $22.73 $333,775 - $366,862
16,140 Added 4.51%
373,923 $0
Q3 2022

Oct 26, 2022

BUY
$20.79 - $23.68 $2.42 Million - $2.76 Million
116,474 Added 48.27%
357,783 $7.19 Million
Q2 2022

Jul 19, 2022

SELL
$22.9 - $27.06 $647,543 - $765,175
-28,277 Reduced 10.49%
241,309 $5.59 Million
Q1 2022

Apr 29, 2022

BUY
$24.29 - $28.31 $6.55 Million - $7.63 Million
269,586 New
269,586 $7.07 Million

Others Institutions Holding DFAE

About DIMENSIONAL ETF TR


  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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