Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 43,655 shares of DISV stock, worth $1.27 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
43,655Holding current value
$1.27 Million% of portfolio
0.62%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
324Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$259 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.39MShares$186 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.8 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.23MShares$65.1 Million1.08% of portfolio
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Ritholtz Wealth Management1.42MShares$41.5 Million1.12% of portfolio