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 80 shares of DISV stock, worth $2,414. This represents 0.6% of its overall portfolio holdings.
Number of Shares
80
Previous 43,655
99.82%
Holding current value
$2,414
Previous $1.16 Billion
-0.0%
% of portfolio
0.6%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
341Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$268 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$186 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$95.1 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$70.4 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$49.7 Million1.46% of portfolio