Curio Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Curio Wealth, LLC holds 548,616 shares of DFSD stock, worth $26.1 Million. This represents 13.83% of its overall portfolio holdings.

Number of Shares

548,616

Holding current value

$26.1 Million

% of portfolio

13.83%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$46.75 - $47.8 $25.6 Million - $26.2 Million	548,616 New	548,616 $25.7 Billion

Others Institutions Holding DFSD

# of Institutions

331

Shares Held

66.7M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

4.17M
Shares

$198 Million
1.31% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.98M
Shares

$142 Million
2.55% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.71M
Shares

$129 Million
1.54% of portfolio
Apella Capital, LLC

2.69M
Shares

$128 Million
4.45% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.59M
Shares

$123 Million
11.2% of portfolio

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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