Curio Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025

A detailed history of Curio Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Curio Wealth, LLC holds 38,050 shares of DISV stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
38,050
Previous 40,381 5.77%
Holding current value
$1.37 Million
Previous $1.33 Billion 2.19%
% of portfolio
0.56%
Previous 0.58%

Shares

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

Nov 12, 2025
SELL
$32.78 - $35.79 $76,410 - $83,426
-2,331 Reduced 5.77%
38,050 $1.36 Billion
Q2 2025

Jul 31, 2025
BUY
$25.93 - $32.91 $1.05 Million - $1.33 Million
40,301 Added 50376.25%
40,381 $1.33 Billion
Q1 2025

May 09, 2025
SELL
$26.09 - $30.21 $1.14 Million - $1.32 Million
-43,575 Reduced 99.82%
80 $1.16 Billion
Q4 2024

Feb 10, 2025
BUY
$26.18 - $28.77 $1.14 Million - $1.26 Million
43,655 New
43,655 $1.16 Billion

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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