Ariadne Wealth Management, LP Dimensional ETF Tr Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 2025
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 79,107 shares of DFIV stock, worth $3.69 Million. This represents 1.71% of its overall portfolio holdings.
Number of Shares
79,107
Previous 118,234
33.09%
Holding current value
$3.69 Million
Previous $4.82 Billion
25.72%
% of portfolio
1.71%
Previous 2.52%
Shares
5 transactions
Others Institutions Holding DFIV
# of Institutions
747Shares Held
261MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.15 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$985 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$929 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$521 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$400 Million2.4% of portfolio