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 46,015 shares of DUHP stock, worth $1.61 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
46,015
Previous 37,430
22.94%
Holding current value
$1.61 Million
Previous $1.28 Billion
21.93%
% of portfolio
0.79%
Previous 0.67%
Shares
3 transactions
Others Institutions Holding DUHP
# of Institutions
343Shares Held
209MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
-
Envestnet Asset Management Inc36.9MShares$1.29 Billion0.42% of portfolio
-
Merriman Wealth Management, LLC8.34MShares$292 Million12.03% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$240 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$236 Million15.86% of portfolio