Ariadne Wealth Management, LP Dimensional ETF Tr U S Small C Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 2025
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 30,958 shares of DFAS stock, worth $2.14 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
30,958
Previous 32,044
3.39%
Holding current value
$2.14 Million
Previous $1.93 Billion
8.52%
% of portfolio
1.0%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
843Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio