Chico Wealth Ria Dimensional ETF Tr Emerging Mk Transaction History
Chico Wealth Ria
- $116 Million
- Q3 2024
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 $453,440. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,228
Previous 17,228
-0.0%
Holding current value
$453,440
Previous $460,000
5.22%
% of portfolio
0.42%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
345Shares Held
131MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$410 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$104 Million1.18% of portfolio