A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 858,585 shares of DFAI stock, worth $25.4 Million. This represents 23.58% of its overall portfolio holdings.

Number of Shares
858,585
Previous 871,625 1.5%
Holding current value
$25.4 Million
Previous $25.9 Million 5.51%
% of portfolio
23.58%
Previous 23.86%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$28.69 - $32.06 $374,117 - $418,062
-13,040 Reduced 1.5%
858,585 $27.3 Million
Q2 2024

Jul 19, 2024

BUY
$28.93 - $30.91 $722,353 - $771,791
24,969 Added 2.95%
871,625 $25.9 Million
Q1 2024

Apr 18, 2024

BUY
$27.74 - $30.27 $1.09 Million - $1.19 Million
39,419 Added 4.88%
846,656 $25.6 Million
Q4 2023

Jan 22, 2024

SELL
$24.88 - $28.69 $128,729 - $148,442
-5,174 Reduced 0.64%
807,237 $23.1 Million
Q3 2023

Oct 13, 2023

BUY
$26.0 - $28.17 $678,496 - $735,124
26,096 Added 3.32%
812,411 $21.2 Million
Q2 2023

Aug 10, 2023

BUY
$26.46 - $28.05 $535,523 - $567,703
20,239 Added 2.64%
786,315 $21.5 Million
Q1 2023

May 11, 2023

SELL
$25.21 - $27.45 $4.27 Million - $4.65 Million
-169,429 Reduced 18.11%
766,076 $20.6 Million
Q4 2022

Jan 18, 2023

BUY
$21.47 - $25.85 $238,359 - $286,986
11,102 Added 1.2%
935,505 $0
Q3 2022

Oct 26, 2022

BUY
$21.44 - $25.78 $4.87 Million - $5.85 Million
227,046 Added 32.56%
924,403 $19.9 Million
Q2 2022

Jul 19, 2022

SELL
$23.87 - $28.49 $750,257 - $895,469
-31,431 Reduced 4.31%
697,357 $16.8 Million
Q1 2022

Apr 29, 2022

BUY
$25.94 - $30.08 $18.9 Million - $21.9 Million
728,788 New
728,788 $20.5 Million

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Chico Wealth Ria Portfolio

Follow Chico Wealth Ria and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chico Wealth Ria, based on Form 13F filings with the SEC.

News

Stay updated on Chico Wealth Ria with notifications on news.