Curio Wealth, LLC Dimensional ETF Tr U S Core Eq Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Curio Wealth, LLC holds 110,019 shares of DFAC stock, worth $3.91 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares

110,019

Holding current value

$3.91 Million

% of portfolio

2.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$33.92 - $36.6 $3.73 Million - $4.03 Million	110,019 New	110,019 $3.81 Billion

Others Institutions Holding DFAC

# of Institutions

1,000

Shares Held

773M

Call Options Held

76K

Put Options Held

Envestnet Asset Management Inc

56.6M
Shares

$2.01 Billion
0.64% of portfolio
Mercer Global Advisors Inc Denver, CO

50.1M
Shares

$1.78 Billion
3.76% of portfolio
Forum Financial Management, LP Lombard, IL

37.6M
Shares

$1.34 Billion
24.59% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

37.3M
Shares

$1.33 Billion
13.39% of portfolio
Lpl Financial LLC Fort Mill, SC

17.7M
Shares

$631 Million
0.28% of portfolio

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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