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 16,730 shares of DFIV stock, worth $629,717. This represents 0.32% of its overall portfolio holdings.

Number of Shares

16,730

Holding current value

$629,717

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$34.86 - $37.97 $583,207 - $635,238	16,730 New	16,730 $594 Million

Others Institutions Holding DFIV

# of Institutions

592

Shares Held

204M

Call Options Held

Put Options Held

Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$730 Million
1.62% of portfolio
Envestnet Asset Management Inc

18.9M
Shares

$713 Million
0.24% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$420 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$312 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$264 Million
0.17% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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