Arcadia Wealth Management, LLC Reduced Holdings in Q3 2025

Arcadia Wealth Management, LLC

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-9.85K
- 7.46%
$175.51 - $186.57 $1.73M - $1.84M
122K $22.8B
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.96K
- 8.94%
$137.51 - $145.26 $407K - $430K
30.1K $4.29B
DFAR
Dimensional ETF Tr Dimensional

ETFs
-8.33K
- 13.14%
$22.9 - $24.1 $191K - $201K
55K $1.31B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.12K
- 4.26%
$97.75 - $100.75 $207K - $213K
47.6K $4.78B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-4.12K
- 7.49%
$41.8 - $43.15 $172K - $178K
50.9K $2.17B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.06K
- 6.21%
$47.86 - $48.43 $146K - $148K
46.3K $2.23B
MUB
Ishares National Muni Bond ETF

ETFs
-1.39K
- 5.28%
$103.24 - $106.68 $143K - $148K
24.9K $2.65B
EFG
Msci Eafe Growth ETF

ETFs
-654
- 5.55%
$106.99 - $114.46 $70K - $74.9K
11.1K $1.27B
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.21K
- 7.73%
$83.04 - $87.88 $101K - $107K
14.5K $1.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 1.8%
$211.65 - $238.24 $42.3K - $47.6K
10.9K $2.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
-91
- 12.76%
$617.65 - $666.84 $56.2K - $60.7K
622 $414M
EFV
Msci Eafe Value ETF

ETFs
-1.61K
- 7.39%
$62.79 - $68.42 $101K - $110K
20.2K $1.37B
IWY
Ishares Tr Russell 200 Growth

ETFs
-982
- 10.43%
$243.93 - $275.62 $240K - $271K
8.44K $2.31B
DFAI
Dimensional ETF Tr

ETFs
-2.75K
- 5.35%
$34.05 - $36.55 $93.6K - $100K
48.6K $1.77B
VB
Vanguard Small Cap ETF

ETFs
-1.81K
- 6.84%
$237.58 - $259.17 $431K - $470K
24.7K $6.27B
DUHP
Dimensional ETF Tr Dimensional

ETFs
-2.36K
- 4.93%
$35.76 - $37.93 $84.2K - $89.3K
45.4K $1.71B
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.77K
- 4.33%
$29.65 - $31.77 $52.4K - $56.1K
39K $1.23B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-60
- 0.06%
$78.11 - $79.07 $4.69K - $4.74K
108K $8.53B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-206
- 0.38%
$76.16 - $78.59 $15.7K - $16.2K
53.8K $4.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-344
- 3.94%
$182.33 - $194.5 $62.7K - $66.9K
8.4K $1.63B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-473
- 0.51%
$45.72 - $47.27 $21.6K - $22.4K
92.7K $4.35B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.41K
- 6.67%
$72.65 - $78.68 $611K - $662K
118K $9.22B
DFIV
Dimensional ETF Tr

ETFs
-1.08K
- 3.35%
$42.66 - $46.53 $46.1K - $50.3K
31.1K $1.44B
DFAE
Dimensional ETF Tr

ETFs
-1.95K
- 4.08%
$28.84 - $31.84 $56.3K - $62.2K
45.8K $1.45B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-118
- 0.2%
$67.48 - $71.55 $7.96K - $8.44K
58.6K $4.15B
AAPL
Apple Inc.

Technology
-219
- 8.19%
$202.38 - $256.87 $44.3K - $56.3K
2.46K $625M
VEA
Vanguard Ftse Developed Market

ETFs
-25.1K
- 4.48%
$56.02 - $60.3 $1.4M - $1.51M
535K $32B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-4.39K
- 2.85%
$60.01 - $65.01 $263K - $285K
150K $9.73B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.4K
- 5.23%
$49.43 - $54.52 $615K - $679K
226K $12.2B
VUG
Vanguard Growth ETF

ETFs
-5.12K
- 6.98%
$433.97 - $484.08 $2.22M - $2.48M
68.3K $32.8B
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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