Ariadne Wealth Management, LP Dimensional ETF Tr Dimensional Transaction History
Ariadne Wealth Management, LP
- $219 Billion
- Q4 2024
A detailed history of Ariadne Wealth Management, LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ariadne Wealth Management, LP holds 99,836 shares of DFIS stock, worth $2.59 Million. This represents 1.17% of its overall portfolio holdings.
Number of Shares
99,836
Previous 84,794
17.74%
Holding current value
$2.59 Million
Previous $2.19 Billion
16.96%
% of portfolio
1.17%
Previous 1.19%
Shares
3 transactions
Others Institutions Holding DFIS
# of Institutions
235Shares Held
81.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$459 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$322 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$277 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.9 Million0.14% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.5 Million3.04% of portfolio