Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 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 20 shares of DIHP stock, worth $591. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20
Previous 11,901
99.83%
Holding current value
$591
Previous $300 Million
3.92%
% of portfolio
0.16%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
266Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$720 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$668 Million0.2% of portfolio
-
Savant Capital, LLC21MShares$619 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$191 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.01MShares$178 Million3.07% of portfolio