Ariadne Wealth Management, LP Dimensional ETF Tr Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 118,276 shares of DFIV stock, worth $4.54 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
118,276
Previous 92,461
27.92%
Holding current value
$4.54 Million
Previous $3.46 Billion
29.46%
% of portfolio
2.05%
Previous 1.88%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
622Shares Held
213MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$785 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$682 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$428 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$318 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$269 Million0.17% of portfolio