Curio Wealth, LLC Purchases and Sells in Q3 2025

Curio Wealth, LLC

$244 Billion
Q3 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	41.5K + 5.04%	$42.42 - $45.96 $1.76M - $1.91M	865K $39.6B
DFA GLOBAL CORE FIXED INCOME ETF	51.6K + 8.98%	N/A	627K $34.8B
DFSD	51.2K + 6.73%	$47.86 - $48.43 $2.45M - $2.48M	812K $39.1B
DFAI	21.1K + 6.75%	$34.05 - $36.55 $720K - $773K	334K $12.2B
DIMENSIONAL US LRGE CP VCTR ETF	14.6K + 21.63%	N/A	82.4K $5.99B
AVEM	7.5K + 9.73%	$68.33 - $75.41 $512K - $565K	84.6K $6.35B

New Holdings

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSV	1.67K New	$94.17 - $99.95 $158K - $167K	1.67K $167M
ONEQ	1.74K New	$79.52 - $89.63 $138K - $156K	1.74K $155M
IWB	350 New	$339.37 - $366.46 $119K - $128K	350 $128M
FIDELITY ENCHANGED LARGE CAP	2.64K New	N/A	2.64K $98.5M
3-D MATRIX LTD	26.5K New	N/A	26.5K $56.6M
RHHBY	600 New	$37.57 - $43.0 $22.5K - $25.8K	600 $25.1M

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-690 - 77.53%	$1147.87 - $1297.18 $792K - $895K	200 $240M
DFAC	-19.2K - 15.61%	$36.04 - $38.78 $690K - $743K	104K $3.99B
AVGE	-4.69K - 28.23%	N/A	11.9K $994M
IBM	-945 - 70.21%	$234.77 - $292.47 $222K - $276K	401 $113M
BRK-B	-497 - 61.36%	$459.11 - $506.91 $228K - $252K	313 $157M
DFCF	-5.74K - 6.77%	$41.8 - $43.15 $240K - $248K	79.1K $3.38B

Activity Summary All Purchases 86 New Holdings 48 Increased Positions 38 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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