Chico Wealth Ria Dimensional ETF Tr Transaction History
Chico Wealth Ria
- $108 Million
- Q2 2024
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 155,193 shares of DFAU stock, worth $5.88 Million. This represents 5.37% of its overall portfolio holdings.
Number of Shares
155,193
Previous 155,193
-0.0%
Holding current value
$5.88 Million
Previous $5.67 Million
2.61%
% of portfolio
5.37%
Previous 5.41%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio