Ariadne Wealth Management, LP DFIV Holdings History
Ariadne Wealth Management, LP's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Ariadne Wealth Management, LP held 118,234.00 shares of Dimensional International Value ETF(DFIV), totaling $4.82 Mil. This investment constitutes 2.52% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.04% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 1 purchases of DFIV, at an average price of $36.78, for a total of 119,773.00 shares. In addition, there have been 2 sales at an average price of $37.02 for 1,539.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Ariadne Wealth Management, LP's estimated gain on his DFIV holdings is $702,279.92, reflecting a 15.94% gain to date.
Ariadne Wealth Management, LP DFIV ($42.72) Holding Chart
Ariadne Wealth Management, LP DFIV ($42.72) 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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