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FactSet Research Systems shares owned by Curio Wealth

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Curio Wealth from 13F filings

Historical chart of Curio Wealth investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Curio Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Curio Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $112k 391 286.49
2025-06-30 $175k 391 447.28
2025-03-31 $188k 1 187789.00
2024-12-31 $188k 391 480.28

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Dfa Us Core Equity Market Etf Etf (DFAU)
Dfa S/t Fixed Income Etf Etf (DFSD)
Dfa Global Core Fixed Income Etf Etf (DFGP)
Avantis Intl Core Equity Etf Etf (AVDE)
Dfa Int Core Equity Etf Etf (DFAI)
Dfa Us Small Cap Etf Etf (DFAS)
Avantis Us Equity Etf Etf (AVUS)
Avantis Emerging Mkt Eq Etf Etf (AVEM)
Dimensional Us Lrge Cp Vctr Etf Etf (DFVX)
Dfa Us Real Estate Etf Etf (DFAR)
Dfa Emerging Markets Etf Etf (DFAE)
Avantis Intl Small Value Etf Etf (AVDV)
Dfa Us Core Equity 2 Etf Etf (DFAC)
Dfa Core Fixed Income Etf Etf (DFCF)
Dfa Us Targeted Value Etf Etf (DFAT)

View all positions for Curio Wealth

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management

View all funds holding FactSet Research Systems