Arcadia Wealth Management, Inc. Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, Inc.
- $118 Billion
- Q4 2024
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 58,044 shares of DUHP stock, worth $1.91 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
58,044Holding current value
$1.91 Million% of portfolio
1.67%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
394Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.26 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO35.7MShares$1.17 Billion2.98% of portfolio
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Merriman Wealth Management, LLC8.15MShares$268 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$227 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.87MShares$226 Million4.6% of portfolio