Ariadne Wealth Management, LP Dimensional ETF Tr U S Equity Transaction History
Ariadne Wealth Management, LP
- $129 Billion
- Q2 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 74,939 shares of DFUS stock, worth $4.56 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
74,939Holding current value
$4.56 Million% of portfolio
3.41%Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
623Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$484 Million5.21% of portfolio
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Index Fund Advisors, Inc.5.92MShares$360 Million20.2% of portfolio
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Plancorp, LLC5.04MShares$307 Million12.91% of portfolio
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Envestnet Asset Management Inc4.15MShares$252 Million0.09% of portfolio
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Creative Planning Overland Park, KS3.71MShares$226 Million0.23% of portfolio