Curi Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$42.71 - $53.09 $768 - $955	18 Added 0.1%	17,964 $940,000
Q3 2023 Nov 06, 2023	SELL	$45.07 - $49.71 $104,742 - $115,526	-2,324 Reduced 11.47%	17,946 $819,000
Q2 2023 Jul 31, 2023	BUY	$41.44 - $46.39 $1,243 - $1,391	30 Added 0.15%	20,270 $940,000
Q1 2023 May 03, 2023	BUY	$42.38 - $49.75 $889 - $1,044	21 Added 0.1%	20,240 $900,000
Q4 2022 Feb 03, 2023	BUY	$40.24 - $46.91 $1,086 - $1,266	27 Added 0.13%	20,219 $888,000
Q3 2022 Nov 08, 2022	BUY	$38.84 - $46.6 $1,048 - $1,258	27 Added 0.13%	20,192 $787,000
Q2 2022 Aug 08, 2022	BUY	$39.72 - $47.15 $709,716 - $842,476	17,868 Added 777.88%	20,165 $811,000
Q1 2022 May 06, 2022	BUY	$44.35 - $48.64 $221 - $243	5 Added 0.22%	2,297 $107,000
Q4 2021 Feb 09, 2022	BUY	$44.48 - $49.36 $101,948 - $113,133	2,292 New	2,292 $108,000

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$814 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$716 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$505 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$424 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$299 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
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