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 23,362 shares of DUHP stock, worth $773,282. This represents 0.42% of its overall portfolio holdings.
Number of Shares
23,362Holding current value
$773,282% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
392Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.27 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.18 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$270 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$229 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$228 Million4.6% of portfolio