Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 26 shares of DUHP stock, worth $849. This represents 0.44% of its overall portfolio holdings.
Number of Shares
26
Previous 23,362
99.89%
Holding current value
$849
Previous $789 Million
8.15%
% of portfolio
0.44%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
415Shares Held
227MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.24 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.14 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$266 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$230 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$227 Million4.35% of portfolio