Chico Wealth RIA’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Chico Wealth RIA’s Portfolio DFEM Stock Details DFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$630K	Hold	18,235	–	–	0.38%	23
2025 Q4	$603K	Hold	18,235	–	–	0.39%	21
2025 Q3	$585K	Hold	18,235	–	–	0.4%	18
2025 Q2	$541K	Buy	18,235 +1,007	+6%	+$27.7K	0.43%	15
2025 Q1	$456K	Hold	17,228	–	–	0.4%	18
2024 Q4	$451K	Hold	17,228	–	–	0.39%	19
2024 Q3	$485K	Hold	17,228	–	–	0.41%	20
2024 Q2	$461K	Hold	17,228	–	–	0.42%	19
2024 Q1	$439K	Hold	17,228	–	–	0.42%	20
2023 Q4	$430K	Hold	17,228	–	–	0.45%	19
2023 Q3	$402K	Hold	17,228	–	–	0.48%	16
2023 Q2	$414K	Hold	17,228	–	–	0.49%	16
2023 Q1	$406K	Hold	17,228	–	–	0.52%	16
2022 Q4	$387K	Hold	17,228	–	–	0.43%	15
2022 Q3	$352K	Hold	17,228	–	–	0.41%	17
2022 Q2	$405K	Buy	+17,228	New	+$422K	0.33%	18

Other funds holding DFEM

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Chico Wealth RIA held its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) position steady in Q1 2026 at 18,235 shares worth $630K. The position accounts for 0.38% of the portfolio, ranked #23.

Chico Wealth RIA first reported a position in DFEM in Q2 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Chico Wealth RIA held 18,235 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $630K as of Q1 2026.
Chico Wealth RIA left its Dimensional Emerging Markets Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.38% of Chico Wealth RIA's portfolio in Q1 2026, its #23 holding.
Chico Wealth RIA first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 16 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

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