Curated Wealth Partners LLC Dimensional ETF Tr Transaction History

Curated Wealth Partners LLC

  • $757 Million
  • Q1 2025

A detailed history of Curated Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curated Wealth Partners LLC holds 587,203 shares of DFAI stock, worth $19 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
587,203
Previous 560,728 4.72%
Holding current value
$19 Million
Previous $16.4 Million 12.9%
% of portfolio
2.44%
Previous 1.9%

Shares

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

Apr 15, 2025
BUY
$28.88 - $32.4 $764,598 - $857,790
26,475 Added 4.72%
587,203 $18.5 Million
Q4 2024

Jan 21, 2025
BUY
$29.0 - $31.6 $813,798 - $886,759
28,062 Added 5.27%
560,728 $16.4 Million
Q3 2024

Oct 04, 2024
BUY
$28.69 - $32.06 $937,761 - $1.05 Million
32,686 Added 6.54%
532,666 $16.9 Million
Q2 2024

Jul 12, 2024
BUY
$28.93 - $30.91 $14.5 Million - $15.5 Million
499,980 New
499,980 $14.8 Million

Others Institutions Holding DFAI

# of Institutions
629
Shares Held
235M
Call Options Held
3.7K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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