Ariadne Wealth Management, LP Dimensional ETF Tr Us Marketwi Transaction History
Ariadne Wealth Management, LP
- $192 Billion
- Q1 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 203,316 shares of DFUV stock, worth $8.84 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
203,316
Previous 204,944
0.79%
Holding current value
$8.84 Million
Previous $8.74 Billion
6.68%
% of portfolio
4.26%
Previous 4.0%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
739Shares Held
276MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.49 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.33 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$752 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$628 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$458 Million0.73% of portfolio