Ariadne Wealth Management, LP Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 37,909 shares of DFAS stock, worth $2.26 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
37,909
Previous 30,664
23.63%
Holding current value
$2.26 Million
Previous $2.11 Billion
19.92%
% of portfolio
1.16%
Previous 1.15%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio