Chico Wealth RIA DFAI Holdings History

Number of Shares
924,356.00
Current Holdings Value*
$28.87 Mil
% of Portfolio
25.05%
Total Estimate Gain
$6.14 Mil
% of Total Estimate Gain
19.42%

Chico Wealth RIA's Dimensional International Core Equity Market ETF Holding Summary

As of 2025-03-31, Chico Wealth RIA held 924,356.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $28.87 Mil. This investment constitutes 25.05% of their stock portfolio, and Chico Wealth RIA now holds 0.32% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.

The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 8 purchases of DFAI, at an average price of $27.63, for a total of 1.14 Mil shares. In addition, there have been 4 sales at an average price of $26.66 for 219,074.00 shares. Based on historical transaction data and DFAI's current price of $34.50, Chico Wealth RIA's estimated gain on his DFAI holdings is $6.14 Mil, reflecting a 19.42% gain to date.

Chico Wealth RIA DFAI ($34.50) Holding Chart

Chico Wealth RIA DFAI ($34.50) 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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