Curio Wealth, LLC Dimensional ETF Tr U S Target Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 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 56,695 shares of DFAT stock, worth $3.27 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
56,695
Previous 57,761
1.85%
Holding current value
$3.27 Million
Previous $3.12 Billion
5.89%
% of portfolio
1.35%
Previous 1.37%
Shares
4 transactions
Others Institutions Holding DFAT
# of Institutions
806Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$812 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$717 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$562 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$376 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$287 Million1.62% of portfolio