Curio Wealth, LLC Dimensional ETF Tr Short Durat Transaction History
Curio Wealth, LLC
- $192 Billion
- Q1 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Curio Wealth, LLC holds 394 shares of DFSD stock, worth $18,900. This represents 13.58% of its overall portfolio holdings.
Number of Shares
394
Previous 548,616
99.93%
Holding current value
$18,900
Previous $25.7 Billion
1.36%
% of portfolio
13.58%
Previous 13.83%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
357Shares Held
71MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$146 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio