Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 35,435 shares of DFSV stock, worth $940,799. This represents 0.59% of its overall portfolio holdings.

Number of Shares

35,435

Holding current value

$940,799

% of portfolio

0.59%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$30.18 - $33.87 $1.07 Million - $1.2 Million	35,435 New	35,435 $1.09 Billion

Others Institutions Holding DFSV

# of Institutions

423

Shares Held

113M

Call Options Held

600

Put Options Held

8.2K

Savant Capital, LLC

8.05M
Shares

$214 Million
2.02% of portfolio
Alaska Permanent Fund Corp Juneau, AK

7.62M
Shares

$202 Million
3.5% of portfolio
Jmg Financial Group, Ltd.

5.44M
Shares

$144 Million
5.92% of portfolio
Mather Group, Llc. Chicago, IL

5.01M
Shares

$133 Million
1.64% of portfolio
Ci Private Wealth, LLC Miami, FL

3.98M
Shares

$106 Million
0.19% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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