Chico Wealth RIA DFAU Holdings History
Chico Wealth RIA's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-03-31, Chico Wealth RIA held 152,565.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $5.86 Mil. This investment constitutes 5.09% of their stock portfolio, and Chico Wealth RIA now holds 0.08% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 1 purchases of DFAU, at an average price of $30.13, for a total of 225,002.00 shares. In addition, there have been 5 sales at an average price of $28.63 for 72,437.00 shares. Based on historical transaction data and DFAU's current price of $43.12, Chico Wealth RIA's estimated gain on his DFAU holdings is $1.87 Mil, reflecting a 27.60% gain to date.
Chico Wealth RIA DFAU ($43.12) Holding Chart
Chico Wealth RIA DFAU ($43.12) 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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