Curio Wealth, LLC Dimensional ETF Tr U S Small C Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Curio Wealth, LLC holds 85,287 shares of DFAS stock, worth $5.09 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

85,287

Holding current value

$5.09 Million

% of portfolio

2.99%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$63.58 - $71.15 $5.42 Million - $6.07 Million	85,287 New	85,287 $5.55 Billion

Others Institutions Holding DFAS

# of Institutions

782

Shares Held

119M

Call Options Held

Put Options Held

200

Creative Planning Overland Park, KS

13.2M
Shares

$790 Million
0.84% of portfolio
Northern Trust Corp Chicago, IL

7.52M
Shares

$449 Million
0.07% of portfolio
Index Fund Advisors, Inc.

6.54M
Shares

$390 Million
23.7% of portfolio
Bank Of America Corp Charlotte, NC

5.17M
Shares

$308 Million
0.03% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.72M
Shares

$162 Million
1.82% of portfolio

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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