Ariadne Wealth Management, LP Dimensional ETF Tr Transaction History
Ariadne Wealth Management, LP
- $184 Billion
- Q3 2024
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 92,461 shares of DFIV stock, worth $3.37 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
92,461
Previous 93,958
1.59%
Holding current value
$3.37 Million
Previous $3.38 Billion
2.35%
% of portfolio
1.88%
Previous 2.61%
Shares
2 transactions
Others Institutions Holding DFIV
# of Institutions
558Shares Held
193MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO19.4MShares$707 Million1.62% of portfolio
-
Envestnet Asset Management Inc18.9MShares$691 Million0.24% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$407 Million4.47% of portfolio
-
Savant Capital, LLC7.75MShares$282 Million2.51% of portfolio
-
Northern Trust Corp Chicago, IL6.75MShares$246 Million0.04% of portfolio