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 745,322 shares of DFAU stock, worth $29.1 Million. This represents 16.23% of its overall portfolio holdings.
Number of Shares
745,322Holding current value
$29.1 Million% of portfolio
16.23%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$77.3 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.03 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$193 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$162 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$142 Million1.81% of portfolio