CURIO WEALTH, LLC DFAE Holdings History
CURIO WEALTH, LLC's Dimensional Emerging Core Equity Market ETF Holding Summary
As of 2025-03-31, CURIO WEALTH, LLC held 328.00 shares of Dimensional Emerging Core Equity Market ETF(DFAE), totaling $4.87 Mil. This investment constitutes 2.54% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Dimensional Emerging Core Equity Market ETF(DFAE) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $25.96 for 190,648.00 shares. Based on historical transaction data and DFAE's current price of $29.52, CURIO WEALTH, LLC's estimated gain on his DFAE holdings is $-90,500.80, reflecting a -1.79% gain to date.
CURIO WEALTH, LLC DFAE ($29.52) Holding Chart
CURIO WEALTH, LLC DFAE ($29.52) 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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