Curio Wealth, LLC Dimensional ETF Tr Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 254,923 shares of DFAI stock, worth $8.25 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

254,923

Holding current value

$8.25 Million

% of portfolio

4.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$29.0 - $31.6 $7.39 Million - $8.06 Million	254,923 New	254,923 $7.44 Billion

Others Institutions Holding DFAI

# of Institutions

630

Shares Held

235M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.04 Billion
6.3% of portfolio
Envestnet Asset Management Inc

7.43M
Shares

$241 Million
0.08% of portfolio
Sym Financial Corp

6.65M
Shares

$215 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$194 Million
0.01% of portfolio
Cable Hill Partners, LLC Portland, OR

5.71M
Shares

$185 Million
18.44% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account