SEC 13F Intelligence

Curio Wealth, LLC / DFCF

Curio Wealth, LLC’s Dimensional Etf Trust Position

Does Curio Wealth, LLC own Dimensional Etf Trust (DFCF)? Yes — 81.6K shares worth $3M (+1.18% of its 13F portfolio) as of Q1 2026, up from 81.4K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
81.6K
% of Portfolio
+1.18%
Quarters Held
6
currently held

Position History DFCF

Reported value by quarter
Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.6K$3M+1.18%
Q4 202581.4K$3M+1.23%
Q3 202579.1K$3M+1.39%
Q2 202584.8K$4M+1.57%
Q1 2025180$5M+2.51%
Q4 2024116.4K$5M+2.58%

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 DFCF.