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Chico Wealth RIA’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Chico Wealth RIA’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Buy
466,111
+24,916
+6% +$871K 9.64% 3
2025
Q4 		$14.4M Buy
441,195
+35,075
+9% +$1.13M 9.36% 3
2025
Q3 		$12.8M Buy
406,120
+8,360
+2% +$252K 8.7% 3
2025
Q2 		$11.5M Sell
397,760
-3,756
-0.9% -$101K 9.11% 3
2025
Q1 		$10.4M Buy
401,516
+13,643
+4% +$354K 9.02% 3
2024
Q4 		$9.84M Buy
387,873
+11,615
+3% +$307K 8.6% 3
2024
Q3 		$10.3M Buy
376,258
+8,763
+2% +$229K 8.82% 3
2024
Q2 		$9.51M Buy
367,495
+15,675
+4% +$397K 8.71% 3
2024
Q1 		$8.7M Buy
351,820
+19,813
+6% +$475K 8.22% 3
2023
Q4 		$8M Sell
332,007
-531
-0.2% -$12.1K 8.34% 3
2023
Q3 		$7.51M Buy
332,538
+10,646
+3% +$251K 8.98% 3
2023
Q2 		$7.55M Buy
321,892
+18,239
+6% +$422K 9% 3
2023
Q1 		$6.99M Sell
303,653
-70,270
-19% -$1.62M 8.99% 3
2022
Q4 		$8.21M Buy
373,923
+16,140
+5% +$343K 9.18% 3
2022
Q3 		$7.19M Buy
357,783
+116,474
+48% +$2.63M 8.35% 3
2022
Q2 		$5.59M Sell
241,309
-28,277
-10% -$692K 4.54% 8
2022
Q1 		$7.07M Buy
+269,586
New +$7.23M 5.67% 6

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Chico Wealth RIA's DFAE Position: Q1 2026 in Review

Chico Wealth RIA increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.6% in Q1 2026, buying an estimated $871K and bringing the position to 466,111 shares worth $15.8M. The position accounts for 9.64% of the portfolio, ranked #3.

Chico Wealth RIA first reported a position in DFAE in Q1 2022 and has held it in 17 quarters since. 668 funds tracked by Wall St. Rank hold DFAE as of Q1 2026.

  • Chico Wealth RIA held 466,111 shares of Dimensional Emerging Core Equity Market ETF worth $15.8M as of Q1 2026.
  • Chico Wealth RIA bought 24,916 Dimensional Emerging Core Equity Market ETF shares in Q1 2026, an estimated $871K.
  • Dimensional Emerging Core Equity Market ETF made up 9.64% of Chico Wealth RIA's portfolio in Q1 2026, its #3 holding.
  • Chico Wealth RIA first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 17 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.