Curio Wealth, LLC DIMENSIONAL WORLD EQUITY ETF Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
1,327
Previous 3 44133.33%
Holding current value
$89 Million
Previous $93.1 Million 4.37%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
N/A
1,324 Added 44133.33%
1,327 $89 Million
Q1 2025

May 09, 2025
SELL
N/A
-1,487 Reduced 99.8%
3 $93.1 Million
Q4 2024

Feb 10, 2025
BUY
N/A
1,490 New
1,490 $93.1 Million
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