Ariadne Wealth Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 153,956 shares of DFAC stock, worth $5.49 Million. This represents 3.0% of its overall portfolio holdings.
Number of Shares
153,956
Previous 159,126
3.25%
Holding current value
$5.49 Million
Previous $5.13 Billion
7.55%
% of portfolio
3.0%
Previous 3.97%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
967Shares Held
754MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.02 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.79 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$633 Million0.28% of portfolio