Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 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 84,794 shares of DFIS stock, worth $2.14 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
84,794
Previous 72,458
17.03%
Holding current value
$2.14 Million
Previous $1.78 Billion
22.49%
% of portfolio
1.19%
Previous 1.38%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
199Shares Held
80.8MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$558 Million0.61% of portfolio
-
Matson Money. Inc.12.4MShares$313 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$269 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$101 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.6 Million3.04% of portfolio