Dimensional Etf Trust shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $524k | 10k | 51.83 |
2023-09-30 | $469k | 10k | 46.55 |
2023-06-30 | $1.0M | 21k | 48.16 |
2023-03-31 | $922k | 21k | 44.43 |
2022-12-31 | $861k | 21k | 41.61 |
2022-09-30 | $799k | 21k | 38.80 |
2022-06-30 | $836k | 21k | 40.75 |
2022-03-31 | $519k | 11k | 49.02 |
2021-12-31 | $546k | 11k | 51.69 |
2021-09-30 | $496k | 11k | 47.14 |
2021-06-30 | $494k | 11k | 47.07 |