Chico Wealth Ria Dimensional ETF Tr Core Fxd In Transaction History
Chico Wealth Ria
- $113 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
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Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
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Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio