Arcadia Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, Inc.
- $147 Billion
- Q2 2025
A detailed history of Arcadia Wealth Management, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arcadia Wealth Management, Inc. holds 76,503 shares of DUHP stock, worth $2.89 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
76,503
Previous 68,314
11.99%
Holding current value
$2.89 Million
Previous $2.26 Billion
20.17%
% of portfolio
1.85%
Previous 1.77%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio