Ariadne Wealth Management, LP DFAT Holdings History
Ariadne Wealth Management, LP's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-03-31, Ariadne Wealth Management, LP held 125,935.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $6.45 Mil. This investment constitutes 3.37% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.06% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 1 purchases of DFAT, at an average price of $52.55, for a total of 125,970.00 shares. In addition, there have been 1 sales at an average price of $57.25 for 35.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Ariadne Wealth Management, LP's estimated gain on his DFAT holdings is $352,227.38, reflecting a 5.32% gain to date.
Ariadne Wealth Management, LP DFAT ($55.35) Holding Chart
Ariadne Wealth Management, LP DFAT ($55.35) 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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