CURIO WEALTH, LLC DFAR Holdings History
CURIO WEALTH, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, CURIO WEALTH, LLC held 464.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $4.93 Mil. This investment constitutes 2.57% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $23.59 for 207,105.00 shares. Based on historical transaction data and DFAR's current price of $23.61, CURIO WEALTH, LLC's estimated gain on his DFAR holdings is $-240,770.76, reflecting a -4.69% gain to date.
CURIO WEALTH, LLC DFAR ($23.61) Holding Chart
CURIO WEALTH, LLC DFAR ($23.61) 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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