Ariadne Wealth Management, LP Dimensional ETF Tr U S Equity Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 93,696 shares of DFUS stock, worth $6.23 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
93,696
Previous 74,703
25.42%
Holding current value
$6.23 Million
Previous $4.85 Billion
27.43%
% of portfolio
2.83%
Previous 2.64%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio