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Chico Wealth RIA’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Chico Wealth RIA’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-177,631
Closed -$3.82M – 24
2022
Q2 		$3.82M Buy
+177,631
New +$4.14M 3.11% 9

Other funds holding DFIC

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $416M AUM 21.16% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Chico Wealth RIA's DFIC Position: Q3 2022 in Review

Chico Wealth RIA sold out of Dimensional International Core Equity 2 ETF (DFIC) in Q3 2022, closing a stake of 177,631 shares — an estimated $3.82M sold.

Chico Wealth RIA first reported a position in DFIC in Q2 2022 and held it in 1 quarter. The position peaked at $3.82M in Q2 2022. 99 funds tracked by Wall St. Rank hold DFIC as of Q3 2022.

  • Chico Wealth RIA reported no remaining Dimensional International Core Equity 2 ETF position as of Q3 2022 after selling out during the quarter.
  • Chico Wealth RIA sold 177,631 Dimensional International Core Equity 2 ETF shares in Q3 2022, an estimated $3.82M.
  • Chico Wealth RIA first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and held it in 1 quarter.
  • Chico Wealth RIA's Dimensional International Core Equity 2 ETF position peaked at $3.82M in Q2 2022.
  • 99 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2022.

Based on Chico Wealth RIA's 13F filing for Q3 2022, filed 27 Oct 2022.