Ariadne Wealth Management, LP Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 125,935 shares of DFAT stock, worth $6.62 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
125,935
Previous 125,934
-0.0%
Holding current value
$6.62 Million
Previous $7.18 Billion
10.19%
% of portfolio
3.37%
Previous 3.29%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
770Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio