Chico Wealth Ria Dimensional ETF Tr U S Target Transaction History
Chico Wealth Ria
- $114 Million
- Q1 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 $260,307. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,931
Previous 4,358
13.15%
Holding current value
$260,307
Previous $242,000
4.55%
% of portfolio
0.22%
Previous 0.21%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$736 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$657 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$469 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$333 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$267 Million1.97% of portfolio