Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 11,901 shares of DIHP stock, worth $328,110. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,901

Holding current value

$328,110

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$25.15 - $27.57 $299,310 - $328,110	11,901 New	11,901 $300 Million

Others Institutions Holding DIHP

# of Institutions

247

Shares Held

127M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

23.9M
Shares

$660 Million
0.2% of portfolio
Mercer Global Advisors Inc Denver, CO

22.3M
Shares

$615 Million
1.39% of portfolio
Savant Capital, LLC

15.5M
Shares

$427 Million
3.18% of portfolio
Vista Wealth Management Group, LLC

6.34M
Shares

$175 Million
10.75% of portfolio
Forum Financial Management, LP Lombard, IL

6.22M
Shares

$172 Million
3.11% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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