Chico Wealth Ria Dimensional ETF Tr Emerging Mk Transaction History
Chico Wealth Ria
- $108 Million
- Q2 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 $458,953. This represents 0.42% of its overall portfolio holdings.
Number of Shares
17,228
Previous 17,228
-0.0%
Holding current value
$458,953
Previous $439,000
4.78%
% of portfolio
0.42%
Previous 0.42%
Shares
1 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
123MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$402 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$146 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$113 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$106 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio