Chico Wealth Ria Dimensional ETF Tr Emerging Mk Transaction History
Chico Wealth Ria
- $114 Million
- Q1 2025
A detailed history of Chico Wealth Ria transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Chico Wealth Ria holds 17,228 shares of DFEM stock, worth $457,920. This represents 0.4% of its overall portfolio holdings.
Number of Shares
17,228
Previous 17,228
-0.0%
Holding current value
$457,920
Previous $451,000
0.89%
% of portfolio
0.4%
Previous 0.4%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
428Shares Held
153MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$441 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$157 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$137 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$126 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$112 Million0.96% of portfolio