Arcadia Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History

Arcadia Wealth Management, LLC

$190 Billion
Q3 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 43,786 shares of DFSD stock, worth $2.05 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

43,786

Previous 41,615 5.22%

Holding current value

$2.05 Million

Previous $1.96 Billion 6.87%

% of portfolio

1.1%

Previous 1.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$47.0 - $47.84 $102,037 - $103,860	2,171 Added 5.22%	43,786 $2.09 Billion
Q2 2024 Jul 26, 2024	SELL	$46.64 - $47.15 $139 - $141	-3 Reduced 0.01%	41,615 $1.96 Billion
Q1 2024 May 08, 2024	BUY	$46.78 - $47.19 $111,944 - $112,925	2,393 Added 6.1%	41,618 $1.97 Billion
Q4 2023 Jan 23, 2024	BUY	$46.16 - $47.09 $423,564 - $432,097	9,176 Added 30.54%	39,225 $1.84 Billion
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $167,527 - $169,012	3,623 Added 13.71%	30,049 $1.39 Billion
Q2 2023 Aug 14, 2023	BUY	$46.28 - $46.83 $1.22 Million - $1.24 Million	26,426 New	26,426 $1.22 Billion

Others Institutions Holding DFSD

# of Institutions

260

Shares Held

49.1M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Arcadia Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History