Curio Wealth, LLC DFA US LARGE CAP VALUE ETF Transaction History

Curio Wealth, LLC

  • $192 Billion
  • Q1 2025
Number of Shares
42
Previous 17,972 99.77%
Holding current value
$540 Million
Previous $540 Million 0.13%
% of portfolio
0.28%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-17,930 Reduced 99.77%
42 $540 Million
Q4 2024

Feb 10, 2025
BUY
N/A
17,972 New
17,972 $540 Million
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