Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 170,153 shares of DFIC stock, worth $4.74 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
170,153
Previous 164,013
3.74%
Holding current value
$4.74 Million
Previous $4.46 Billion
3.82%
% of portfolio
2.12%
Previous 2.43%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$820 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio