Chico Wealth Ria Dimensional ETF Tr Core Fxd In Transaction History
Chico Wealth Ria
- $116 Million
- Q3 2024
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Chico Wealth Ria holds 31,222 shares of DFCF stock, worth $1.3 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
31,222
Previous 31,222
-0.0%
Holding current value
$1.3 Million
Previous $1.3 Million
4.01%
% of portfolio
1.16%
Previous 1.2%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
331Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$86.6 Million12.12% of portfolio