Arcadia Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Arcadia Wealth Management, LLC
- $198 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 51,088 shares of DFCF stock, worth $2.11 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
51,088
Previous 49,083
4.08%
Holding current value
$2.11 Million
Previous $2.12 Billion
0.54%
% of portfolio
1.07%
Previous 1.12%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
410Shares Held
118MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio