Chico Wealth RIA DFAC Holdings History

Number of Shares
1.62 Mil
Current Holdings Value*
$53.59 Mil
% of Portfolio
46.51%
Total Estimate Gain
$14.56 Mil
% of Total Estimate Gain
27.81%

Chico Wealth RIA's Dimensional U.S. Core Equity 2 ETF Holding Summary

As of 2025-03-31, Chico Wealth RIA held 1.62 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $53.59 Mil. This investment constitutes 46.51% of their stock portfolio, and Chico Wealth RIA now holds 0.17% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.

The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 10 purchases of DFAC, at an average price of $27.08, for a total of 1.93 Mil shares. In addition, there have been 2 sales at an average price of $25.31 for 308,808.00 shares. Based on historical transaction data and DFAC's current price of $36.38, Chico Wealth RIA's estimated gain on his DFAC holdings is $14.56 Mil, reflecting a 27.81% gain to date.

Chico Wealth RIA DFAC ($36.38) Holding Chart

Chico Wealth RIA DFAC ($36.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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