Ariadne Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History
Ariadne Wealth Management, LP
- $209 Billion
- Q2 2025
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 166,849 shares of DFUV stock, worth $7.51 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
166,849
Previous 203,316
17.94%
Holding current value
$7.51 Million
Previous $8.16 Billion
10.8%
% of portfolio
3.48%
Previous 4.26%
Shares
5 transactions
Others Institutions Holding DFUV
# of Institutions
743Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.63 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.43 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$753 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$372 Million0.51% of portfolio