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 102,848 shares of DFIS stock, worth $3.26 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
102,848
Previous 100,992 1.84%
Holding current value
$3.26 Million
Previous $2.8 Billion 13.41%
% of portfolio
1.52%
Previous 1.46%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$23.2 - $29.84 $43,059 - $55,383
1,856 Added 1.84%
102,848 $3.17 Billion
Q1 2025

May 12, 2025
BUY
$23.92 - $26.89 $27,651 - $31,084
1,156 Added 1.16%
100,992 $2.8 Billion
Q4 2024

Feb 11, 2025
BUY
$24.25 - $26.7 $364,768 - $401,621
15,042 Added 17.74%
99,836 $2.56 Billion
Q3 2024

Nov 08, 2024
BUY
$24.06 - $26.97 $296,804 - $332,701
12,336 Added 17.03%
84,794 $2.19 Billion
Q2 2024

Aug 23, 2024
BUY
$24.08 - $25.86 $1.74 Million - $1.87 Million
72,458 New
72,458 $1.78 Billion

Others Institutions Holding DFIS

# of Institutions
273
Shares Held
85.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Ariadne Wealth Management, LP Portfolio

Follow Ariadne Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ariadne Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Ariadne Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email