Arcadia Wealth Management, Inc.
CIK 2059339 · Holdings on Dec 31, 2024 · First reported Mar 6, 2025
Top ten holdings
Q4 2024- DFAC26.12%
- AVUS19.52%
- DFAI6.28%
- AVUV5.18%
- DFAR2.74%
- DFSD2.66%
- DFCF2.63%
- XBI2.50%
- DFEM2.36%
- AVDE2.05%
Share classes counted separately72.04%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $30.74M | 26.12% | 888.65K shares | Prior unavailable — | — | ↗▾ |
| 02 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $22.97M | 19.52% | 236.96K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $7.39M | 6.28% | 253.15K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $6.10M | 5.18% | 63.17K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFARDIMENSIONAL US REAL EST ETFUS REAL ESTATE E View history and evidence | $3.23M | 2.74% | 138.73K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $3.13M | 2.66% | 66.69K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $3.09M | 2.63% | 74.93K shares | Prior unavailable — | — | ↗▾ |
| 08 | XBISS SPDR S&P BIOTECH ETFS&P BIOTECH View history and evidence | $2.95M | 2.50% | 32.70K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $2.78M | 2.36% | 106.02K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $2.41M | 2.05% | 39.31K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2059339 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-03-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117665652
}Research all 50 reported holdings.
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