Curio Wealth, LLC Dimensional ETF Tr Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 334,352 shares of DFAI stock, worth $12.4 Million. This represents 4.99% of its overall portfolio holdings.
Number of Shares
334,352
Previous 313,212
6.75%
Holding current value
$12.4 Million
Previous $10.8 Billion
12.25%
% of portfolio
4.99%
Previous 4.74%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio