Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 207,569 shares of DFAR stock, worth $4.92 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares

207,569

Holding current value

$4.92 Million

% of portfolio

2.6%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$22.72 - $25.76 $4.72 Million - $5.35 Million	207,569 New	207,569 $4.83 Billion

Others Institutions Holding DFAR

# of Institutions

236

Shares Held

38.9M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

3.02M
Shares

$71.6 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$55.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$46.2 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$39.8 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.5 Million
2.99% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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