Chico Wealth Ria Dimensional ETF Tr Dimensional Transaction History

Chico Wealth Ria

$108 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$21.35 - $25.2 $3.79 Million - $4.48 Million	177,631 New	177,631 $3.82 Million

Others Institutions Holding DFIC

# of Institutions

343

Shares Held

221M

Call Options Held

900

Put Options Held

0

Envestnet Asset Management Inc

23.8M
Shares

$654 Million
0.22% of portfolio
Mercer Global Advisors Inc Denver, CO

23.3M
Shares

$642 Million
1.55% of portfolio
Forum Financial Management, LP Lombard, IL

15.3M
Shares

$419 Million
8.27% of portfolio
Evensky & Katz LLC

5.74M
Shares

$158 Million
10.51% of portfolio
Rw Investment Management LLC Eagle, ID

4.71M
Shares

$130 Million
16.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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