Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $129 Billion
- Q2 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 158,284 shares of DFIC stock, worth $4.3 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
158,284Holding current value
$4.3 Million% of portfolio
3.22%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio