Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 32,467 shares of DFSV stock, worth $1.02 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
32,467
Previous 37,584 13.61%
Holding current value
$1.02 Million
Previous $1.11 Billion 6.54%
% of portfolio
0.42%
Previous 0.48%

Shares

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

Nov 12, 2025
SELL
$29.2 - $32.74 $149,416 - $167,530
-5,117 Reduced 13.61%
32,467 $1.03 Billion
Q2 2025

Jul 31, 2025
BUY
$24.21 - $29.47 $909,085 - $1.11 Million
37,550 Added 110441.18%
37,584 $1.11 Billion
Q1 2025

May 09, 2025
SELL
$27.56 - $32.1 $975,651 - $1.14 Million
-35,401 Reduced 99.9%
34 $1.12 Billion
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
493
Shares Held
136M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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