Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $192 Billion
- Q1 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 100,992 shares of DFIS stock, worth $3 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
100,992
Previous 99,836
1.16%
Holding current value
$3 Million
Previous $2.56 Billion
9.49%
% of portfolio
1.46%
Previous 1.17%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$547 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$371 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$339 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$116 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$113 Million1.68% of portfolio