Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $129 Billion
- Q2 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 158,284 shares of DFIC stock, worth $4.36 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
158,284Holding current value
$4.36 Million% of portfolio
3.22%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
343Shares Held
221MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc23.8MShares$655 Million0.22% of portfolio
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Mercer Global Advisors Inc Denver, CO23.3MShares$643 Million1.55% of portfolio
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Forum Financial Management, LP Lombard, IL15.3MShares$420 Million8.27% of portfolio
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Evensky & Katz LLC5.74MShares$158 Million10.51% of portfolio
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Rw Investment Management LLC Eagle, ID4.71MShares$130 Million16.75% of portfolio