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Lyn Dippel

Curio Wealth, Llc

Assets Managed
$292.612M
Holdings
1255
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
3.67%(2Q avg: 9.74%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Curio Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1255 positions.

Assets under management

The assets under management (AUM) of Curio Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 292.612M in assets, with a quarterly growth rate of 3.67% and a 2-quarter average growth rate of 9.74%. The portfolio is managed by Lyn Dippel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Increased 8.68%
16.21%
$47.423M
1.051M shares@ $45.13 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 3%
15.69%
$45.882M
958,276 shares@ $47.88 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 9.92%
15.47%
$45.244M
838,007 shares@ $54.0 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 10.37%
5.69%
$16.638M
427,055 shares@ $38.96 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.46%
4.86%
$14.211M
167,503 shares@ $84.85 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 6.95%
3.02%
$8.824M
124,050 shares@ $71.13 avg price
DFVX
Dim Us Large Cap Vector Etf
Recent Activity
Increased 9.95%
2.94%
$8.601M
115,765 shares@ $74.3 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 9.75%
2.83%
$8.279M
102,744 shares@ $80.58 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 2.44%
2.6%
$7.588M
68,250 shares@ $111.18 avg price
DFAR
Dimensional Us Real Est Etf
Recent Activity
Increased 6.29%
2.31%
$6.735M
284,799 shares@ $23.65 avg price

1-10 of 1255