Number of Shares
87,482.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
2.87%
Total Estimate Gain
$-2,725.42
% of Total Estimate Gain
-0.07%

Arcadia Wealth Management, Inc.'s Dimensional Core Fixed Income ETF Holding Summary

As of 2025-03-31, Arcadia Wealth Management, Inc. held 87,482.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $3.68 Mil. This investment constitutes 2.87% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.06% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.

The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of DFCF, at an average price of $42.02, for a total of 87,482.00 shares. Based on historical transaction data and DFCF's current price of $41.99, Arcadia Wealth Management, Inc.'s estimated gain on his DFCF holdings is $-2,725.42, reflecting a -0.07% gain to date.

Arcadia Wealth Management, Inc. DFCF ($41.99) Holding Chart

Arcadia Wealth Management, Inc. DFCF ($41.99) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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