Curated Wealth Partners LLC Dimensional ETF Tr Transaction History

Curated Wealth Partners LLC

$820 Million
Q4 2025

A detailed history of Curated Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curated Wealth Partners LLC holds 660,014 shares of DFAI stock, worth $24.5 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

660,014

Previous 625,987 5.44%

Holding current value

$24.5 Million

Previous $22.8 Million 7.58%

% of portfolio

2.99%

Previous 2.88%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$35.82 - $37.52 $1.22 Million - $1.28 Million	34,027 Added 5.44%	660,014 $24.5 Million
Q3 2025 Oct 09, 2025	BUY	$34.05 - $36.55 $361,202 - $387,722	10,608 Added 1.72%	625,987 $22.8 Million
Q2 2025 Jul 28, 2025	BUY	$28.02 - $34.71 $789,491 - $977,988	28,176 Added 4.8%	615,379 $21.3 Million
Q1 2025 Apr 15, 2025	BUY	$28.88 - $32.4 $764,598 - $857,790	26,475 Added 4.72%	587,203 $18.5 Million
Q4 2024 Jan 21, 2025	BUY	$29.0 - $31.6 $813,798 - $886,759	28,062 Added 5.27%	560,728 $16.4 Million

Q3 2024 Oct 04, 2024	BUY	$28.69 - $32.06 $937,761 - $1.05 Million	32,686 Added 6.54%	532,666 $16.9 Million
Q2 2024 Jul 12, 2024	BUY	$28.93 - $30.91 $14.5 Million - $15.5 Million	499,980 New	499,980 $14.8 Million

Others Institutions Holding DFAI

# of Institutions

717

Shares Held

284M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Curated Wealth Partners LLC Dimensional ETF Tr Transaction History