Curio Wealth, LLC Dimensional ETF Tr Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 16,730 shares of DFIV stock, worth $671,207. This represents 0.32% of its overall portfolio holdings.

Number of Shares

16,730

Holding current value

$671,207

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

662

Shares Held

214M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

20M
Shares

$803 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

17.8M
Shares

$714 Million
1.56% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$448 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$332 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$282 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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