Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Arcadia Wealth Management, LLC

$252 Billion
Q3 2025

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 38,996 shares of DFIS stock, worth $1.23 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

38,996

Previous 40,762 4.33%

Holding current value

$1.23 Million

Previous $1.22 Billion 1.41%

% of portfolio

0.49%

Previous 0.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$29.65 - $31.77 $52,361 - $56,105	-1,766 Reduced 4.33%	38,996 $1.23 Billion
Q2 2025 Jul 18, 2025	BUY	$23.2 - $29.84 $94,679 - $121,777	4,081 Added 11.13%	40,762 $1.22 Billion
Q1 2025 May 05, 2025	BUY	$23.92 - $26.89 $12,103 - $13,606	506 Added 1.4%	36,681 $948 Million
Q4 2024 Jan 23, 2025	BUY	$24.25 - $26.7 $395,226 - $435,156	16,298 Added 81.99%	36,175 $888 Million
Q3 2024 Nov 07, 2024	BUY	$24.06 - $26.97 $14,460 - $16,208	601 Added 3.12%	19,877 $533 Million

Q2 2024 Jul 26, 2024	BUY	$24.08 - $25.86 $464,166 - $498,477	19,276 New	19,276 $475 Million

Others Institutions Holding DFIS

# of Institutions

286

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Arcadia Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History