Continuum Advisory, LLC Dimensional ETF Tr U S Core Eq Transaction History
Continuum Advisory, LLC
- $760 Million
- Q4 2024
A detailed history of Continuum Advisory, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Continuum Advisory, LLC holds 4,406 shares of DFAC stock, worth $154,210. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,406
Previous 4,605
4.32%
Holding current value
$154,210
Previous $157,000
3.18%
% of portfolio
0.02%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding DFAC
# of Institutions
1,054Shares Held
797MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.63 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.32 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.31 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$636 Million0.26% of portfolio