Ariadne Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 204,944 shares of DFUV stock, worth $8.45 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
204,944
Previous 178,958
14.52%
Holding current value
$8.45 Million
Previous $7.76 Billion
12.65%
% of portfolio
4.0%
Previous 4.23%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
705Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$740 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$595 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$443 Million0.67% of portfolio