Chico Wealth Ria Dimensional ETF Tr Transaction History
Chico Wealth Ria
- $113 Million
- Q4 2024
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 9,052 shares of DFAX stock, worth $230,644. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,052
Previous 8,259
9.6%
Holding current value
$230,644
Previous $223,000
0.9%
% of portfolio
0.2%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
519Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$232 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$191 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio