Chico Wealth Ria Dimensional ETF Tr Inflation P Transaction History
Chico Wealth Ria
- $114 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding DFIP
# of Institutions
146Shares Held
15.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$149 Million5.48% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.03MShares$42.8 Million13.1% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO790KShares$32.9 Million4.57% of portfolio
-
Hemington Wealth Management719KShares$30 Million4.7% of portfolio