Ariadne Wealth Management, LP DFUS Holdings History
Ariadne Wealth Management, LP's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-03-31, Ariadne Wealth Management, LP held 90,785.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $5.55 Mil. This investment constitutes 2.9% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.04% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 1 purchases of DFUS, at an average price of $58.33, for a total of 93,932.00 shares. In addition, there have been 2 sales at an average price of $63.60 for 3,147.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Ariadne Wealth Management, LP's estimated gain on his DFUS holdings is $906,451.24, reflecting a 16.54% gain to date.
Ariadne Wealth Management, LP DFUS ($68.13) Holding Chart
Ariadne Wealth Management, LP DFUS ($68.13) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
