Curio Wealth, LLC Dimensional ETF Tr Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 16,730 shares of DFIV stock, worth $659,496. This represents 0.32% of its overall portfolio holdings.
Number of Shares
16,730Holding current value
$659,496% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$807 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$701 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$440 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$326 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$277 Million0.17% of portfolio