Curio Wealth, LLC Dimensional ETF Tr U S Small C Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Curio Wealth, LLC holds 351 shares of DFAS stock, worth $23,081. This represents 2.93% of its overall portfolio holdings.
Number of Shares
351
Previous 85,287
99.59%
Holding current value
$23,081
Previous $5.55 Billion
1.41%
% of portfolio
2.93%
Previous 2.99%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
825Shares Held
127MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.11 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$524 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$385 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$353 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$183 Million3.23% of portfolio