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

23,362

Holding current value

$773,282

% of portfolio

0.42%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$33.62 - $35.69 $785,430 - $833,789	23,362 New	23,362 $789 Million

Others Institutions Holding DUHP

# of Institutions

392

Shares Held

219M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.27 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.18 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$270 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$229 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$228 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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