Curio Wealth, LLC Dimensional ETF Tr U S Target Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Curio Wealth, LLC holds 58,137 shares of DFAT stock, worth $3.31 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

58,137

Holding current value

$3.31 Million

% of portfolio

1.74%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$54.54 - $61.04 $3.17 Million - $3.55 Million	58,137 New	58,137 $3.24 Billion

Others Institutions Holding DFAT

# of Institutions

711

Shares Held

163M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$805 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$708 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$500 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$410 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$292 Million
2.33% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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