Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 2025
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 165,616 shares of DFIC stock, worth $5.5 Million. This represents 2.55% of its overall portfolio holdings.
Number of Shares
165,616
Previous 169,828
2.48%
Holding current value
$5.5 Million
Previous $4.99 Billion
6.8%
% of portfolio
2.55%
Previous 2.6%
Shares
5 transactions
Others Institutions Holding DFIC
# of Institutions
513Shares Held
297MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.05 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$955 Million0.27% of portfolio
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Forum Financial Management, LP Lombard, IL16MShares$530 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$204 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$169 Million0.21% of portfolio