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 190,976 shares of DFAE stock, worth $4.95 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares

190,976

Holding current value

$4.95 Million

% of portfolio

2.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.36 - $28.15 $4.84 Million - $5.38 Million	190,976 New	190,976 $4.85 Billion

Others Institutions Holding DFAE

# of Institutions

510

Shares Held

167M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$403 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$328 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$232 Million
2.96% of portfolio
Ubs Group Ag

5.26M
Shares

$136 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.54M
Shares

$118 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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