Chico Wealth Ria Dimensional ETF Tr Transaction History
Chico Wealth Ria
- $114 Million
- Q1 2025
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 924,356 shares of DFAI stock, worth $29.9 Million. This represents 25.28% of its overall portfolio holdings.
Number of Shares
924,356
Previous 904,474
2.2%
Holding current value
$29.9 Million
Previous $26.4 Million
9.3%
% of portfolio
25.28%
Previous 23.28%
Shares
13 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.65MShares$215 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio