Curio Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Curio Wealth, LLC holds 42,128 shares of DFUV stock, worth $1.8 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

42,128

Holding current value

$1.8 Million

% of portfolio

0.93%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$40.38 - $44.35 $1.7 Million - $1.87 Million	42,128 New	42,128 $1.72 Billion

Others Institutions Holding DFUV

# of Institutions

679

Shares Held

275M

Call Options Held

300

Put Options Held

Mercer Global Advisors Inc Denver, CO

35.3M
Shares

$1.5 Billion
3.22% of portfolio
Envestnet Asset Management Inc

33M
Shares

$1.4 Billion
0.46% of portfolio
Savant Capital, LLC

18M
Shares

$765 Million
5.98% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

14.4M
Shares

$615 Million
6.31% of portfolio
Ci Private Wealth, LLC Miami, FL

10.7M
Shares

$458 Million
0.67% of portfolio

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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