Chico Wealth Ria Dimensional ETF Tr Inflation P Transaction History
Chico Wealth Ria
- $116 Million
- Q3 2024
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Chico Wealth Ria holds 6,991 shares of DFIP stock, worth $286,211. This represents 0.25% of its overall portfolio holdings.
Number of Shares
6,991
Previous 6,991
-0.0%
Holding current value
$286,211
Previous $285,000
3.51%
% of portfolio
0.25%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.9 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio