Curio Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

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 811,727 shares of DFSD stock, worth $39.1 Million. This represents 16.05% of its overall portfolio holdings.

Number of Shares
811,727
Previous 760,536 6.73%
Holding current value
$39.1 Million
Previous $36.5 Billion 7.13%
% of portfolio
16.05%
Previous 16.0%

Shares

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

Nov 12, 2025
BUY
$47.86 - $48.43 $2.45 Million - $2.48 Million
51,191 Added 6.73%
811,727 $39.1 Billion
Q2 2025

Jul 31, 2025
BUY
$47.09 - $48.01 $35.8 Million - $36.5 Million
760,142 Added 192929.44%
760,536 $36.5 Billion
Q1 2025

May 09, 2025
SELL
$46.74 - $47.55 $25.6 Million - $26.1 Million
-548,222 Reduced 99.93%
394 $26.1 Billion
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
389
Shares Held
84.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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