Chico Wealth RIA DFAE Holdings History

Number of Shares
401,516.00
Current Holdings Value*
$10.40 Mil
% of Portfolio
9.02%
Total Estimate Gain
$1.35 Mil
% of Total Estimate Gain
10.71%

Chico Wealth RIA's Dimensional Emerging Core Equity Market ETF Holding Summary

As of 2025-03-31, Chico Wealth RIA held 401,516.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $10.40 Mil. This investment constitutes 9.02% of their stock portfolio, and Chico Wealth RIA now holds 0.2% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.

The initial trade took place in 2022Q1. And since then Chico Wealth RIA has made 9 purchases of DFAE, at an average price of $25.20, for a total of 500,594.00 shares. In addition, there have been 3 sales at an average price of $23.41 for 99,078.00 shares. Based on historical transaction data and DFAE's current price of $29.01, Chico Wealth RIA's estimated gain on his DFAE holdings is $1.35 Mil, reflecting a 10.71% gain to date.

Chico Wealth RIA DFAE ($29.01) Holding Chart

Chico Wealth RIA DFAE ($29.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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