Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, LLC
- $203 Billion
- Q1 2025
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 36,681 shares of DFIS stock, worth $1.06 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
36,681
Previous 36,175
1.4%
Holding current value
$1.06 Million
Previous $888 Million
6.71%
% of portfolio
0.47%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$534 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$331 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio