Curio Wealth, LLC DIMENSIONAL US LRGE CP VCTR ETF Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025
Number of Shares
82,370
Previous 67,721 21.63%
Holding current value
$5.99 Billion
Previous $4.67 Billion 28.34%
% of portfolio
2.46%
Previous 2.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
14,649 Added 21.63%
82,370 $5.99 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
67,571 Added 45047.33%
67,721 $4.67 Billion
Q1 2025

May 09, 2025
SELL
N/A
-39,032 Reduced 99.62%
150 $2.61 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
39,182 New
39,182 $2.56 Billion
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email