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 $31 Million. This represents 16.23% of its overall portfolio holdings.

Number of Shares

745,322

Holding current value

$31 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

445

Shares Held

2.17B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.4 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.24 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$206 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$173 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$151 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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