CURIO WEALTH, LLC DFGP Holdings History
CURIO WEALTH, LLC's Dimensional Global Core Plus Fixed Income ETF Holding Summary
As of 2025-03-31, CURIO WEALTH, LLC held 380.00 shares of Dimensional Global Core Plus Fixed Income ETF(DFGP), totaling $20.83 Mil. This investment constitutes 10.85% of their stock portfolio, and CURIO WEALTH, LLC now holds 0% of the outstanding Dimensional Global Core Plus Fixed Income ETF(DFGP) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $53.16 for 387,538.00 shares. Based on historical transaction data and DFGP's current price of $54.20, CURIO WEALTH, LLC's estimated gain on his DFGP holdings is $-352,610.18, reflecting a -1.68% gain to date.
CURIO WEALTH, LLC DFGP ($54.20) Holding Chart
CURIO WEALTH, LLC DFGP ($54.20) 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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