Curio Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Curio Wealth, LLC holds 116,392 shares of DFCF stock, worth $4.85 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

116,392

Holding current value

$4.85 Million

% of portfolio

2.58%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$41.17 - $43.34 $4.79 Million - $5.04 Million	116,392 New	116,392 $4.8 Billion

Others Institutions Holding DFCF

# of Institutions

367

Shares Held

3.55B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

3.44B
Shares

$143 Billion
8.57% of portfolio
Essential Planning, Llc. Portsmouth, NH

11.6M
Shares

$481 Million
3.2% of portfolio
Truepoint, Inc.

11.1M
Shares

$463 Million
12.57% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.97M
Shares

$124 Million
11.32% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$111 Million
23.84% of portfolio

View Full List

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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