Ariadne Wealth Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Ariadne Wealth Management, LP
- $192 Billion
- Q1 2025
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 146,724 shares of DFAC stock, worth $5.08 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
146,724
Previous 155,519
5.66%
Holding current value
$5.08 Million
Previous $5.56 Billion
12.75%
% of portfolio
2.53%
Previous 2.54%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio