Ariadne Wealth Management, LP Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 104,097 shares of DFAT stock, worth $6.12 Million. This represents 2.86% of its overall portfolio holdings.
Number of Shares
104,097
Previous 125,935
17.34%
Holding current value
$6.12 Million
Previous $6.45 Billion
7.26%
% of portfolio
2.86%
Previous 3.37%
Shares
5 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio