Ariadne Wealth Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 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 149,745 shares of DFAC stock, worth $5.81 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
149,745
Previous 146,724
2.06%
Holding current value
$5.81 Million
Previous $4.85 Billion
16.1%
% of portfolio
2.69%
Previous 2.53%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,135Shares Held
835MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.19 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.13 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.51 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.45 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$677 Million0.22% of portfolio