Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Arcadia Wealth Management, LLC
- $198 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 36,175 shares of DFIS stock, worth $930,782. This represents 0.45% of its overall portfolio holdings.
Number of Shares
36,175
Previous 19,877
81.99%
Holding current value
$930,782
Previous $533 Million
66.56%
% of portfolio
0.45%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$456 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$319 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$275 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.3 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67 Million3.04% of portfolio