Ariadne Wealth Management, LP Dimensional ETF Tr U S Core Eq Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 155,519 shares of DFAC stock, worth $5.37 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
155,519
Previous 153,956
1.02%
Holding current value
$5.37 Million
Previous $5.52 Billion
0.76%
% of portfolio
2.54%
Previous 3.0%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,056Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.98 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.6 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.3 Billion25.73% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$627 Million0.26% of portfolio