Ariadne Wealth Management, LP Dimensional ETF Tr U S Small C Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
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 30,664 shares of DFAS stock, worth $2.07 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
30,664
Previous 27,823
10.21%
Holding current value
$2.07 Million
Previous $1.67 Billion
26.5%
% of portfolio
1.15%
Previous 1.29%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
687Shares Held
107MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$757 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$473 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.66MShares$450 Million23.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$332 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$184 Million1.82% of portfolio