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 149,602 shares of DFAU stock, worth $6.87 Million. This represents 4.7% of its overall portfolio holdings.
Number of Shares
149,602
Previous 149,602
-0.0%
Holding current value
$6.87 Million
Previous $6.34 Million
8.02%
% of portfolio
4.7%
Previous 5.05%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio