CURIO WEALTH, LLC DFAU Holdings History

Number of Shares
421.00
Current Holdings Value*
$30.71 Mil
% of Portfolio
16%
Total Estimate Gain
$-229,980.48
% of Total Estimate Gain
-0.75%

CURIO WEALTH, LLC's Dimensional US Core Equity Market ETF Holding Summary

As of 2025-03-31, CURIO WEALTH, LLC held 421.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $30.71 Mil. This investment constitutes 16% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $40.57 for 744,901.00 shares. Based on historical transaction data and DFAU's current price of $43.11, CURIO WEALTH, LLC's estimated gain on his DFAU holdings is $-229,980.48, reflecting a -0.75% gain to date.

CURIO WEALTH, LLC DFAU ($43.11) Holding Chart

CURIO WEALTH, LLC DFAU ($43.11) 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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