Curio Wealth, LLC DIMENSIONAL US LRGE CP VCTR ETF Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
67,721
Previous 150 45047.33%
Holding current value
$4.67 Billion
Previous $2.61 Billion 78.78%
% of portfolio
2.04%
Previous 1.36%

Shares

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

Jul 31, 2025
BUY
N/A
67,571 Added 45047.33%
67,721 $4.67 Billion
Q1 2025

May 09, 2025
SELL
N/A
-39,032 Reduced 99.62%
150 $2.61 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
39,182 New
39,182 $2.56 Billion
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