CURIO WEALTH, LLC DFAI Holdings History
Number of Shares
226.00
Current Holdings Value*
$7.67 Mil
% of Portfolio
3.99%
Total Estimate Gain
$146,076.77
% of Total Estimate Gain
1.89%
CURIO WEALTH, LLC's Dimensional International Core Equity Market ETF Holding Summary
As of 2025-03-31, CURIO WEALTH, LLC held 226.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $7.67 Mil. This investment constitutes 3.99% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $30.87 for 254,697.00 shares. Based on historical transaction data and DFAI's current price of $34.28, CURIO WEALTH, LLC's estimated gain on his DFAI holdings is $146,076.77, reflecting a 1.89% gain to date.
CURIO WEALTH, LLC DFAI ($34.28) Holding Chart
CURIO WEALTH, LLC DFAI ($34.28) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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