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Disclosery

Chico Wealth RIA: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chico Wealth RIA on DFAC, newest first. How the timeline and the estimate are built.

Chico Wealth RIA held 1,806,421 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,806,421 shares
    Change vs previous 13F +11,291 shares

    41.75% of the 13F portfolio, value $80,132,844.

    13F-HR 0001926037-26-000004 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,795,130 shares
    Change vs previous 13F +110,792 shares

    42.61% of the 13F portfolio, value $69,758,749.

    13F-HR 0001926037-26-000003 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,684,338 shares
    Change vs previous 13F +30,506 shares

    43.44% of the 13F portfolio, value $66,682,960.

    13F-HR 0001926037-26-000002 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,653,832 shares
    Change vs previous 13F +14,708 shares

    43.36% of the 13F portfolio, value $63,788,294.

    13F-HR 0001926037-25-000006 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,639,124 shares
    Change vs previous 13F +14,605 shares

    46.46% of the 13F portfolio, value $58,746,204.

    13F-HR 0001926037-25-000003 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,624,519 shares
    Change vs previous 13F +30,945 shares

    46.51% of the 13F portfolio, value $53,592,882.

    13F-HR 0001926037-25-000002 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,593,574 shares
    Change vs previous 13F +43,400 shares

    48.19% of the 13F portfolio, value $55,121,725.

    13F-HR 0001926037-25-000001 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,550,174 shares
    Change vs previous 13F not available

    45.47% of the 13F portfolio, value $53,155,466.

    13F-HR 0001926037-24-000004 filed by Chico Wealth RIA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).