Ownership history in Arcadia Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Arcadia Wealth Management, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 44,992 | -1,265 | -2.7% | 0.80% | $2.2M | $47.95 |
| 2025 Q3 | REDUCED | 46,257 | -3,061 | -6.2% | 0.88% | $2.2M | $47.42 |
| 2025 Q2 | ADDED | 49,318 | +2,987 | +6.4% | 1.03% | $2.4M | $46.72 |
| 2025 Q1 | ADDED | 46,331 | +438 | +1.0% | 1.09% | $2.2M | $45.83 |
| 2024 Q4 | ADDED | 45,893 | +2,107 | +4.8% | 1.09% | $2.2M | $44.98 |
| 2024 Q3 | ADDED | 43,786 | +2,171 | +5.2% | 1.10% | $2.1M | $44.94 |
| 2024 Q2 | REDUCED | 41,615 | -3 | -0.0% | 1.12% | $2.0M | $43.77 |
| 2024 Q1 | ADDED | 41,618 | +2,393 | +6.1% | 1.21% | $2.0M | $43.31 |
| 2023 Q4 | ADDED | 39,225 | +9,176 | +30.5% | 1.28% | $1.8M | $43.01 |
| 2023 Q3 | ADDED | 30,049 | +3,623 | +13.7% | 1.09% | $1.4M | $41.69 |
As of 2025 Q4 — sorted by position size