Continuum Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Continuum Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 302,639 shares of DFCF stock, worth $12.6 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
302,639
Previous 284,348
6.43%
Holding current value
$12.6 Million
Previous $12.3 Million
1.93%
% of portfolio
7.95%
Previous 7.78%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
358Shares Held
3.54BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio