Ariadne Wealth Management, LP Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 125,969 shares of DFAT stock, worth $7.23 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
125,969
Previous 118,584
6.23%
Holding current value
$7.23 Million
Previous $6.15 Billion
21.06%
% of portfolio
4.05%
Previous 4.76%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
684Shares Held
159MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$714 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$504 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$413 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$295 Million2.33% of portfolio