Curio Wealth, LLC DFA US LARGE CAP VALUE ETF Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 2025
Number of Shares
20,219
Previous 42 48040.48%
Holding current value
$627 Million
Previous $540 Million 16.06%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Jul 31, 2025
BUY
N/A
20,177 Added 48040.48%
20,219 $627 Million
Q1 2025

May 09, 2025
SELL
N/A
-17,930 Reduced 99.77%
42 $540 Million
Q4 2024

Feb 10, 2025
BUY
N/A
17,972 New
17,972 $540 Million
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