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 464 shares of DFAR stock, worth $10,978. This represents 2.57% of its overall portfolio holdings.
Number of Shares
464
Previous 207,569
99.78%
Holding current value
$10,978
Previous $4.83 Billion
2.16%
% of portfolio
2.57%
Previous 2.6%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74.1 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.7 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41 Million3.75% of portfolio