Arcadia Wealth Management, Inc. Dimensional ETF Tr Short Durat Transaction History
Arcadia Wealth Management, Inc.
- $118 Billion
- Q4 2024
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 66,690 shares of DFSD stock, worth $3.17 Million. This represents 2.66% of its overall portfolio holdings.
Number of Shares
66,690Holding current value
$3.17 Million% of portfolio
2.66%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
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Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio