Arcadia Wealth Management, Inc. Dimensional ETF Tr Transaction History
Arcadia Wealth Management, Inc.
- $118 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 253,147 shares of DFAI stock, worth $8.1 Million. This represents 6.28% of its overall portfolio holdings.
Number of Shares
253,147Holding current value
$8.1 Million% of portfolio
6.28%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
606Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio