Chico Wealth Ria Dimensional ETF Tr Emerging Mk Transaction History
Chico Wealth Ria
- $125 Million
- Q2 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 18,235 shares of DFEM stock, worth $556,167. This represents 0.43% of its overall portfolio holdings.
Number of Shares
18,235
Previous 17,228
5.85%
Holding current value
$556,167
Previous $455,000
18.9%
% of portfolio
0.43%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFEM
# of Institutions
461Shares Held
167MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$512 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$183 Million2.54% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio
-
Truepoint, Inc.4.49MShares$137 Million3.41% of portfolio