Arcadia Wealth Management, LLC Dimensional ETF Tr Transaction History
Arcadia Wealth Management, LLC
- $190 Billion
- Q3 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 13,949 shares of DFIV stock, worth $503,419. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,949
Previous 13,530
3.1%
Holding current value
$503,419
Previous $486 Million
9.23%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
563Shares Held
194MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$700 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$684 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$403 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$280 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$243 Million0.04% of portfolio