Chico Wealth RIA DFAC Holdings History
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 $36.61, Chico Wealth RIA's estimated gain on his DFAC holdings is $14.93 Mil, reflecting a 28.52% gain to date.
Chico Wealth RIA DFAC ($36.61) Holding Chart
Chico Wealth RIA DFAC ($36.61) 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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