Curio Wealth, LLC Dimensional ETF Tr Transaction History
Curio Wealth, LLC
- $228 Billion
- Q2 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 823,273 shares of DFAU stock, worth $37.3 Million. This represents 15.28% of its overall portfolio holdings.
Number of Shares
823,273
Previous 421
195451.78%
Holding current value
$37.3 Million
Previous $30.7 Billion
13.57%
% of portfolio
15.28%
Previous 15.99%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio