Curio Wealth, LLC Dimensional ETF Tr Inflation P Transaction History
Curio Wealth, LLC
- $228 Billion
- Q2 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Curio Wealth, LLC holds 17,610 shares of DFIP stock, worth $747,368. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,610
Previous 56
31346.43%
Holding current value
$747,368
Previous $1.9 Billion
61.26%
% of portfolio
0.32%
Previous 0.99%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
151Shares Held
16.9MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.57MShares$152 Million5.21% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO983KShares$41.7 Million11.5% of portfolio
-
Hemington Wealth Management913KShares$38.7 Million5.01% of portfolio
-
Planning Center, Inc.869KShares$36.9 Million5.63% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.9 Million4.35% of portfolio