Ariadne Wealth Management, LP DFUV Holdings History
Ariadne Wealth Management, LP's Dimensional US Marketwide Value ETF Holding Summary
As of 2025-03-31, Ariadne Wealth Management, LP held 203,316.00 shares of Dimensional US Marketwide Value ETF(DFUV), totaling $8.16 Mil. This investment constitutes 4.26% of their stock portfolio, and Ariadne Wealth Management, LP now holds 0.07% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2024Q2. And since then Ariadne Wealth Management, LP has made 1 purchases of DFUV, at an average price of $39.93, for a total of 207,068.00 shares. In addition, there have been 2 sales at an average price of $41.09 for 3,752.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Ariadne Wealth Management, LP's estimated gain on his DFUV holdings is $542,589.26, reflecting a 6.56% gain to date.
Ariadne Wealth Management, LP DFUV ($42.58) Holding Chart
Ariadne Wealth Management, LP DFUV ($42.58) 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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