Curio Wealth, LLC Dimensional ETF Tr Short Durat Transaction History

Curio Wealth, LLC

  • $228 Billion
  • Q2 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 760,536 shares of DFSD stock, worth $36.8 Million. This represents 16.0% of its overall portfolio holdings.

Number of Shares
760,536
Previous 394 192929.44%
Holding current value
$36.8 Million
Previous $26.1 Billion 40.07%
% of portfolio
16.0%
Previous 13.58%

Shares

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

Jul 31, 2025
BUY
$47.09 - $48.01 $35.8 Million - $36.5 Million
760,142 Added 192929.44%
760,536 $36.5 Billion
Q1 2025

May 09, 2025
SELL
$46.74 - $47.55 $25.6 Million - $26.1 Million
-548,222 Reduced 99.93%
394 $26.1 Billion
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $25.6 Million - $26.2 Million
548,616 New
548,616 $25.7 Billion

Others Institutions Holding DFSD

# of Institutions
370
Shares Held
75.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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