Chico Wealth Ria Dimensional ETF Tr Transaction History
Chico Wealth Ria
- $116 Million
- Q3 2024
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chico Wealth Ria holds 152,565 shares of DFAU stock, worth $6.33 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
152,565
Previous 155,193
1.69%
Holding current value
$6.33 Million
Previous $5.82 Million
4.07%
% of portfolio
5.23%
Previous 5.37%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio