Arcadia Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 100,006 shares of DFSD stock, worth $4.84 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
100,006
Previous 88,516
12.98%
Holding current value
$4.84 Million
Previous $4.21 Billion
14.15%
% of portfolio
3.27%
Previous 3.28%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
377Shares Held
79MCall Options Held
0Put Options Held
0-
Apella Capital, LLC4MShares$194 Million4.51% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO3.9MShares$189 Million2.67% of portfolio
-
Savant Capital, LLC3.66MShares$177 Million1.15% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.07MShares$149 Million1.76% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.58MShares$125 Million10.42% of portfolio