Chico Wealth Ria Dimensional ETF Tr Transaction History
Chico Wealth Ria
- $146 Million
- Q3 2025
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 9,376 shares of DFAX stock, worth $294,875. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,376
Previous 9,052
3.58%
Holding current value
$294,875
Previous $265,000
10.94%
% of portfolio
0.2%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding DFAX
# of Institutions
658Shares Held
255MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$353 Million3.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.02MShares$252 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.62MShares$240 Million0.07% of portfolio
-
Geometric Wealth Advisors7MShares$220 Million33.48% of portfolio
-
Allworth Financial LP6.28MShares$198 Million0.92% of portfolio