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 $817,436. This represents 0.42% of its overall portfolio holdings.

Number of Shares

23,362

Holding current value

$817,436

% 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

367

Shares Held

216M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

37.8M
Shares

$1.32 Billion
2.82% of portfolio
Envestnet Asset Management Inc

36.9M
Shares

$1.29 Billion
0.42% of portfolio
Merriman Wealth Management, LLC

8.34M
Shares

$292 Million
12.03% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$242 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.84M
Shares

$239 Million
4.45% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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