SEC 13F Intelligence

Curio Wealth, LLC / DFAI

Curio Wealth, LLC’s Dimensional Etf Trust Position

Does Curio Wealth, LLC own Dimensional Etf Trust (DFAI)? Yes — 427.1K shares worth $17M (+5.69% of its 13F portfolio) as of Q1 2026, up from 386.9K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
427.1K
% of Portfolio
+5.69%
Quarters Held
6
currently held

Position History DFAI

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $11MQ2 ’25Q3 ’25: $12MQ3 ’25Q4 ’25: $15MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026427.1K$17M+5.69%
Q4 2025386.9K$15M+5.25%
Q3 2025334.4K$12M+4.99%
Q2 2025313.2K$11M+4.74%
Q1 2025226$8M+3.99%
Q4 2024254.9K$7M+4.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Curio Wealth, LLC’s full portfolio or all institutional holders of DFAI.