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 $3.29 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
102,848
Previous 100,992
1.84%
Holding current value
$3.29 Million
Previous $2.8 Billion
13.41%
% of portfolio
1.52%
Previous 1.46%
Shares
5 transactions
Others Institutions Holding DFIS
# of Institutions
275Shares Held
85.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$598 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$399 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.8 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.4 Million1.31% of portfolio