Curio Wealth, LLC Dimensional ETF Tr Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 35,075 shares of DFAX stock, worth $1.1 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
35,075
Previous 22 159331.82%
Holding current value
$1.1 Million
Previous $901 Million 14.39%
% of portfolio
0.45%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$23.37 - $29.39 $819,188 - $1.03 Million
35,053 Added 159331.81%
35,075 $1.03 Billion
Q1 2025

May 09, 2025
SELL
$24.45 - $27.2 $870,957 - $968,918
-35,622 Reduced 99.94%
22 $901 Million
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
653
Shares Held
254M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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