Curio Wealth, LLC DFA GLOBAL CORE FIXED INCOME ETF Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
575,094
Previous 380 151240.53%
Holding current value
$31.3 Billion
Previous $20.8 Billion 50.41%
% of portfolio
13.73%
Previous 10.85%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
574,714 Added 151240.53%
575,094 $31.3 Billion
Q1 2025

May 09, 2025
SELL
N/A
-387,538 Reduced 99.9%
380 $20.8 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
387,918 New
387,918 $20.5 Billion
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email