Curio Wealth, LLC Dimensional ETF Tr Core Fxd In Transaction History
Curio Wealth, LLC
- $228 Billion
 - Q2 2025
 
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 84,813 shares of DFCF stock, worth $3.63 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
84,813
              Previous 180
              
        
           47018.33%
        
      
          
        Holding current value
$3.63 Million
            Previous $4.82 Billion
            
        
           25.7%
        
      
          
        % of portfolio
1.57%
            Previous 2.51%
          
        Shares
	  3 transactions
	
  Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0- 
    
      Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
 - 
    
      Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
 - 
    
      True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
 - 
    
      Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
 - 
    
      Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio