Curio Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Curio Wealth, LLC holds 46 shares of DFAT stock, worth $2,417. This represents 1.69% of its overall portfolio holdings.
Number of Shares
46
Previous 58,137
99.92%
Holding current value
$2,417
Previous $3.24 Billion
0.13%
% of portfolio
1.69%
Previous 1.74%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
771Shares Held
168MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$733 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$654 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$467 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$332 Million20.84% of portfolio
-
Savant Capital, LLC5.05MShares$265 Million1.97% of portfolio