Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 243,300 shares of DFAR stock, worth $5.7 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
243,300
Previous 227,602
6.9%
Holding current value
$5.7 Million
Previous $5.34 Billion
8.67%
% of portfolio
2.38%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio