Curio Wealth, LLC Dimensional ETF Tr Inflation P Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Curio Wealth, LLC holds 46,857 shares of DFIP stock, worth $1.93 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

46,857

Holding current value

$1.93 Million

% of portfolio

1.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$40.31 - $42.43 $1.89 Million - $1.99 Million	46,857 New	46,857 $1.9 Billion

Others Institutions Holding DFIP

# of Institutions

123

Shares Held

13.6M

Call Options Held

Put Options Held

Matson Money. Inc.

3.52M
Shares

$145 Million
5.1% of portfolio
Heirloom Wealth Management Greenwood Village, CO

1.05M
Shares

$43.3 Million
13.39% of portfolio
Hill Investment Group Partners, LLC St. Louis, MO

803K
Shares

$33.1 Million
4.54% of portfolio
Planning Center, Inc.

754K
Shares

$31 Million
5.34% of portfolio
Geometric Wealth Advisors

451K
Shares

$18.6 Million
3.46% of portfolio

View Full List

About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
Sector ETFs
Industry ETFs

More about DFIP

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