Chico Wealth Ria Dimensional ETF Tr U S Target Transaction History
Chico Wealth Ria
- $146 Million
 - Q3 2025
 
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Chico Wealth Ria holds 4,931 shares of DFAT stock, worth $280,820. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,931
              Previous 4,931
              
        
           -0.0%
        
      
          
        Holding current value
$280,820
            Previous $266,000
            
        
           7.89%
        
      
          
        % of portfolio
0.2%
            Previous 0.21%
          
        Shares
	  2 transactions
	
  Others Institutions Holding DFAT
# of Institutions
800Shares Held
173MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
 - 
    
      Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
 - 
    
      Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
 - 
    
      Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
 - 
    
      Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio