Curio Wealth, LLC Dimensional ETF Tr Inflation P Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
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 46,857 shares of DFIP stock, worth $1.95 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
46,857Holding current value
$1.95 Million% of portfolio
1.02%Shares
1 transactions
Others Institutions Holding DFIP
# of Institutions
134Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
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Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.8 Million13.39% of portfolio
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Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.2 Million4.33% of portfolio
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Planning Center, Inc.754KShares$31.4 Million5.34% of portfolio
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Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio