Number of Shares
133,207.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
2.75%
Total Estimate Gain
$425,774.72
% of Total Estimate Gain
11.82%

Arcadia Wealth Management, Inc.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary

As of 2025-03-31, Arcadia Wealth Management, Inc. held 133,207.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $3.52 Mil. This investment constitutes 2.75% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.07% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.

The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of DFEM, at an average price of $27.04, for a total of 133,207.00 shares. Based on historical transaction data and DFEM's current price of $30.24, Arcadia Wealth Management, Inc.'s estimated gain on his DFEM holdings is $425,774.72, reflecting a 11.82% gain to date.

Arcadia Wealth Management, Inc. DFEM ($30.24) Holding Chart

Arcadia Wealth Management, Inc. DFEM ($30.24) 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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