Arcadia Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Arcadia Wealth Management, LLC
- $198 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 45,893 shares of DFSD stock, worth $2.17 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
45,893
Previous 43,786
4.81%
Holding current value
$2.17 Million
Previous $2.09 Billion
2.93%
% of portfolio
1.09%
Previous 1.1%
Shares
7 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio