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 35,644 shares of DFAX stock, worth $918,189. This represents 0.48% of its overall portfolio holdings.

Number of Shares

35,644

Holding current value

$918,189

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$24.76 - $27.04 $882,545 - $963,813	35,644 New	35,644 $886 Million

Others Institutions Holding DFAX

# of Institutions

540

Shares Held

238M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$289 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$234 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$195 Million
35.57% of portfolio
Lpl Financial LLC Fort Mill, SC

7.49M
Shares

$193 Million
0.09% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$155 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Account