Chico Wealth RIA - Portfolio overview

Chico Wealth RIA has 41 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - Dimensional US Core Equity 2 ETF, 42.34%
2. DFAI - Dimensional International Cr Eq Mkt ETF, 23.68%
3. DFAE - Dimensional Emerging Core Equity Mkt ETF, 9.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.