Ariadne Wealth Management, LP DFAC Holdings History
Ariadne Wealth Management, LP's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Ariadne Wealth Management, LP held 146,724.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.85 Mil. This investment constitutes 2.53% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 1 purchases of DFAC, at an average price of $31.58, for a total of 160,689.00 shares. In addition, there have been 2 sales at an average price of $34.09 for 13,965.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Ariadne Wealth Management, LP's estimated gain on his DFAC holdings is $761,953.11, reflecting a 15.02% gain to date.
Ariadne Wealth Management, LP DFAC ($36.53) Holding Chart
Ariadne Wealth Management, LP DFAC ($36.53) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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