Curio Wealth, LLC Dimensional ETF Tr Us Marketwi Transaction History
Curio Wealth, LLC
- $186 Billion
- Q4 2024
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Curio Wealth, LLC holds 42,128 shares of DFUV stock, worth $1.7 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
42,128Holding current value
$1.7 Million% of portfolio
0.93%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.36 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$723 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$581 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$433 Million0.67% of portfolio