Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CHICO WEALTH RIA | 04-18-2024 | 03-31-2024 | 30 | 105,740,932 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $47,216,061 | 1,477,811 | 0.04 | 0.04 | 74,474 | 5.31 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $25,585,944 | 846,656 | 0.02 | 0.02 | 39,419 | 4.88 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 3 | $8,696,990 | 351,820 | 0.01 | 0.01 | 19,813 | 5.97 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 4 | $5,670,752 | 155,193 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
