AW

Arcadia Wealth Management, Inc.

13F
Arcadia Wealth Management, Inc.
Last update 2025-05-12 55 Stocks (5 new)
Value $128.00 Mil Turnover 11 %
Countries:
Top Holdings: DFAC(23.41%)AVUS(19.19%)DFAI(7.67%)AVUV(4.79%)DFSD(3.28%)
Summary Stock Picks Current Portfolio
Arcadia Wealth Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
910,085
30,023.7
+2.41%
23.410
+0.55%
0.100
+18.73%
+6.19%
35,543.3
 
AVUS
Avantis U.S. Equity ETF
266,415
24,611.4
+12.43%
19.190
+2.12%
0.320
+18.90%
+6.42%
8,878.4
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
314,830
9,832.1
+24.37%
7.670
+1.50%
0.110
+11.63%
+19.30%
10,458.8
 
AVUV
Avantis U.S. Small Cap Value ETF
70,516
6,146.9
+11.63%
4.790
+0.50%
0.040
+17.12%
-2.02%
16,539.2
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
88,516
4,206.3
+32.73%
3.280
+0.81%
0.090
+1.91%
+3.85%
4,858.6
 
DFCF
Dimensional Core Fixed Income ETF
87,482
3,679.5
+16.76%
2.870
+0.41%
0.060
+2.07%
+3.71%
7,117.3
 
DFAR
Dimensional US Real Estate ETF
151,479
3,600.7
+9.19%
2.810
+0.24%
0.270
+3.62%
+2.14%
1,368.2
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
133,207
3,524.7
+25.64%
2.750
+0.56%
0.070
+19.37%
+16.72%
5,736.5
 
AVDE
Avantis International Equity ETF
41,834
2,772.3
+6.41%
2.160
+0.13%
0.050
+13.05%
+22.08%
7,437.6
 
XBI
SPDR Biotech ETF
31,796
2,578.7
-2.77%
2.010
-0.07%
0.050
+13.63%
-4.19%
5,064.0
 

Arcadia Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Arcadia Wealth Management, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+2.12%
●
90.7 ($97.44) 101.57
$102.51
5.20%
Add 12.43%
266,415
29,452
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+1.50%
●
28.88 ($30.87) 32.4
$34.28
11.05%
Add 24.37%
314,830
61,683
TMCI
Treace Medical Concepts Inc
2025-03-31
New Buy
New Buy
+1.37%
●
7.3 ($8.99) 10.54
$5.65
-37.15%
New holding
209,972
209,972
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.81%
●
46.74 ($47.22) 47.57
$48.01
1.67%
Add 32.73%
88,516
21,826
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.56%
●
25.35 ($26.59) 27.46
$30.24
13.73%
Add 25.64%
133,207
27,188
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.55%
●
32.42 ($34.71) 36.1
$36.53
5.24%
Add 2.41%
910,085
21,435
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.55%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 48.89%
3,834
1,259
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.50%
●
84.96 ($93.96) 100.71
$93.77
-0.20%
Add 11.63%
70,516
7,349
ADP
Automatic Data Processing Inc
2025-03-31
New Buy
New Buy
+0.48%
●
286.85 ($301.63) 318.64
$301.79
0.05%
New holding
2,034
2,034
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.41%
●
40.79 ($41.67) 42.32
$41.99
0.77%
Add 16.76%
87,482
12,556

Arcadia Wealth Management, Inc. Total Holding History ($B)

To

Arcadia Wealth Management, Inc.'s Asset Allocation

To

Arcadia Wealth Management, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Arcadia Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31

Arcadia Wealth Management, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Arcadia Wealth Management, Inc.'s Holdings Heat Map

Size field:

Arcadia Wealth Management, Inc.'s Holdings Bubble Chart

Arcadia Wealth Management, Inc. News

  • 1

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