Curio Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Curio Wealth, LLC holds 106,163 shares of DFAS stock, worth $7.13 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
106,163
Previous 100,593
5.54%
Holding current value
$7.13 Million
Previous $6.41 Billion
13.41%
% of portfolio
2.98%
Previous 2.81%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio