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 745,322 shares of DFAU stock, worth $28.3 Million. This represents 16.23% of its overall portfolio holdings.

Number of Shares

745,322

Holding current value

$28.3 Million

% of portfolio

16.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$39.27 - $42.38 $29.3 Million - $31.6 Million	745,322 New	745,322 $30.2 Billion

Others Institutions Holding DFAU

# of Institutions

497

Shares Held

205M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.95 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$214 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$158 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$138 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$137 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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