Curi Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$44.51 - $52.0 $2,047 - $2,392	46 Added 0.46%	10,116 $524,000
Q3 2023 Nov 06, 2023	SELL	$46.29 - $49.87 $497,802 - $536,301	-10,754 Reduced 51.64%	10,070 $468,000
Q2 2023 Jul 31, 2023	BUY	$43.77 - $48.16 $3,063 - $3,371	70 Added 0.34%	20,824 $1 Million
Q1 2023 May 03, 2023	BUY	$41.24 - $45.43 $2,639 - $2,907	64 Added 0.31%	20,754 $922,000
Q4 2022 Feb 03, 2023	BUY	$38.86 - $44.32 $3,691 - $4,210	95 Added 0.46%	20,690 $860,000
Q3 2022 Nov 08, 2022	BUY	$38.82 - $46.57 $3,144 - $3,772	81 Added 0.39%	20,595 $799,000
Q2 2022 Aug 08, 2022	BUY	$39.62 - $49.51 $393,268 - $491,436	9,926 Added 93.75%	20,514 $836,000
Q1 2022 May 06, 2022	BUY	$45.16 - $52.01 $1,083 - $1,248	24 Added 0.23%	10,588 $519,000
Q4 2021 Feb 09, 2022	BUY	$47.05 - $51.98 $1,976 - $2,183	42 Added 0.4%	10,564 $546,000
Q3 2021 Oct 19, 2021	BUY	$46.48 - $49.7 $1,301 - $1,391	28 Added 0.27%	10,522 $496,000
Q2 2021 Jul 23, 2021	BUY	$45.75 - $47.12 $480,100 - $494,477	10,494 New	10,494 $494,000

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

0

Put Options Held

0

About DIMENSIONAL ETF TR U S EQUITY

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