Curio Wealth, LLC Dimensional ETF Tr Transaction History
Curio Wealth, LLC
- $244 Billion
- Q3 2025
A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 864,771 shares of DFAU stock, worth $39.7 Million. This represents 16.24% of its overall portfolio holdings.
Number of Shares
864,771
Previous 823,273
5.04%
Holding current value
$39.7 Million
Previous $34.9 Billion
13.47%
% of portfolio
16.24%
Previous 15.28%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio