Curio Wealth, LLC Dimensional ETF Tr U S Equity Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Curio Wealth, LLC holds 37,361 shares of DFUS stock, worth $2.45 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares

37,361

Holding current value

$2.45 Million

% of portfolio

1.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$61.52 - $66.5 $2.3 Million - $2.48 Million	37,361 New	37,361 $2.38 Billion

Others Institutions Holding DFUS

# of Institutions

698

Shares Held

144M

Call Options Held

Put Options Held

Prudential Financial Inc Newark, NJ

8.75M
Shares

$574 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

7.96M
Shares

$522 Million
5.21% of portfolio
Index Fund Advisors, Inc.

5.8M
Shares

$381 Million
20.61% of portfolio
Plancorp, LLC

4.79M
Shares

$314 Million
12.62% of portfolio
Envestnet Asset Management Inc

4.12M
Shares

$270 Million
0.08% of portfolio

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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