Curio Wealth, LLC Dimensional ETF Tr Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 16,955 shares of DFIV stock, worth $812,314. This represents 0.32% of its overall portfolio holdings.

Number of Shares
16,955
Previous 16,983 0.16%
Holding current value
$812,314
Previous $727 Million 7.5%
% of portfolio
0.32%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$42.66 - $46.53 $1,194 - $1,302
-28 Reduced 0.16%
16,955 $782 Million
Q2 2025

Jul 31, 2025
BUY
$34.67 - $43.21 $588,488 - $733,446
16,974 Added 188600.0%
16,983 $727 Million
Q1 2025

May 09, 2025
SELL
$35.33 - $40.77 $590,752 - $681,715
-16,721 Reduced 99.95%
9 $594 Million
Q4 2024

Feb 10, 2025
BUY
$34.86 - $37.97 $583,207 - $635,238
16,730 New
16,730 $594 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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