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 254,923 shares of DFAI stock, worth $8.05 Million. This represents 4.0% of its overall portfolio holdings.

Number of Shares

254,923

Holding current value

$8.05 Million

% of portfolio

4.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

607

Shares Held

230M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.02 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$210 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$189 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$189 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$176 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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