Ariadne Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 178,958 shares of DFUV stock, worth $7.31 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
178,958
Previous 181,082
1.17%
Holding current value
$7.31 Million
Previous $7.11 Billion
9.14%
% of portfolio
4.23%
Previous 5.5%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.44 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.35 Billion0.46% of portfolio
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Savant Capital, LLC18.5MShares$756 Million6.58% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$589 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$444 Million0.65% of portfolio