CW
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Curio Wealth’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.12M Buy
57,761
+57,715
+125,467% +$3.11M 1.37% 15
2025
Q1
$3.24M Sell
46
-58,091
-100% -$4.09B 1.69% 12
2024
Q4
$3.24M Buy
+58,137
New +$3.24M 1.74% 12