A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Curio Wealth, LLC holds 32,146 shares of DFAX stock, worth $1.03 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
32,146
Previous 35,075 8.35%
Holding current value
$1.03 Million
Previous $1.03 Billion 2.08%
% of portfolio
0.41%
Previous 0.45%

Shares

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

Nov 12, 2025

SELL
$29.25 - $31.56 $85,673 - $92,439
-2,929 Reduced 8.35%
32,146 $1.01 Billion
Q2 2025

Jul 31, 2025

BUY
$23.37 - $29.39 $819,188 - $1.03 Million
35,053 Added 159331.81%
35,075 $1.03 Billion
Q1 2025

May 09, 2025

SELL
$24.45 - $27.2 $870,957 - $968,918
-35,622 Reduced 99.94%
22 $901 Million
Q4 2024

Feb 10, 2025

BUY
$24.76 - $27.04 $882,545 - $963,813
35,644 New
35,644 $886 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Curio Wealth, LLC Portfolio

Follow Curio Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Curio Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curio Wealth, LLC with notifications on news.