Arcadia Wealth Management, Inc. DFAR Holdings History
Arcadia Wealth Management, Inc.'s Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Arcadia Wealth Management, Inc. held 151,479.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $3.60 Mil. This investment constitutes 2.81% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.27% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2024Q4. And since then Arcadia Wealth Management, Inc. has made 1 purchases of DFAR, at an average price of $24.65, for a total of 151,479.00 shares. Based on historical transaction data and DFAR's current price of $23.67, Arcadia Wealth Management, Inc.'s estimated gain on his DFAR holdings is $-148,809.64, reflecting a -3.98% gain to date.
Arcadia Wealth Management, Inc. DFAR ($23.67) Holding Chart
Arcadia Wealth Management, Inc. DFAR ($23.67) 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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