Curio Wealth, LLC DFA GLOBAL CORE FIXED INCOME ETF Transaction History

Curio Wealth, LLC

  • $244 Billion
  • Q3 2025
Number of Shares
626,726
Previous 575,094 8.98%
Holding current value
$34.8 Billion
Previous $31.3 Billion 11.14%
% of portfolio
14.29%
Previous 13.73%

Shares

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

Nov 12, 2025
BUY
N/A
51,632 Added 8.98%
626,726 $34.8 Billion
Q2 2025

Jul 31, 2025
BUY
N/A
574,714 Added 151240.53%
575,094 $31.3 Billion
Q1 2025

May 09, 2025
SELL
N/A
-387,538 Reduced 99.9%
380 $20.8 Billion
Q4 2024

Feb 10, 2025
BUY
N/A
387,918 New
387,918 $20.5 Billion
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