Ariadne Wealth Management, LP Dimensional ETF Tr U S Small C Transaction History
Ariadne Wealth Management, LP
- $223 Billion
- Q3 2025
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 29,605 shares of DFAS stock, worth $1.99 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
29,605
Previous 30,958
4.37%
Holding current value
$1.99 Million
Previous $2.09 Billion
4.74%
% of portfolio
0.89%
Previous 1.0%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
868Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio