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

43,655

Holding current value

$1.27 Million

% of portfolio

0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$26.18 - $28.77 $1.14 Million - $1.26 Million	43,655 New	43,655 $1.16 Billion

Others Institutions Holding DISV

# of Institutions

324

Shares Held

66M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$259 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.39M
Shares

$186 Million
3.36% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$91.8 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$65.1 Million
1.08% of portfolio
Ritholtz Wealth Management

1.42M
Shares

$41.5 Million
1.12% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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