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 152,565 shares of DFAU stock, worth $5.79 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
152,565
Previous 152,565
-0.0%
Holding current value
$5.79 Million
Previous $6.18 Million
5.07%
% of portfolio
5.14%
Previous 5.44%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio