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 $279,143. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,931
Previous 4,931
-0.0%
Holding current value
$279,143
Previous $266,000
7.89%
% of portfolio
0.2%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio