A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 334,352 shares of DFAI stock, worth $12.4 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares
334,352
Previous 313,212 6.75%
Holding current value
$12.4 Million
Previous $10.8 Billion 12.25%
% of portfolio
4.99%
Previous 4.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$34.05 - $36.55 $719,816 - $772,666
21,140 Added 6.75%
334,352 $12.2 Billion
Q2 2025

Jul 31, 2025

BUY
$28.02 - $34.71 $8.77 Million - $10.9 Million
312,986 Added 138489.38%
313,212 $10.8 Billion
Q1 2025

May 09, 2025

SELL
$28.88 - $32.4 $7.36 Million - $8.25 Million
-254,697 Reduced 99.91%
226 $7.67 Billion
Q4 2024

Feb 10, 2025

BUY
$29.0 - $31.6 $7.39 Million - $8.06 Million
254,923 New
254,923 $7.44 Billion

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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