Continuum Advisory, LLC Dimensional ETF Tr Transaction History
Continuum Advisory, LLC
- $760 Million
- Q4 2024
A detailed history of Continuum Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Continuum Advisory, LLC holds 1,102 shares of DFAX stock, worth $29,103. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,102
Previous 1,102
-0.0%
Holding current value
$29,103
Previous $29,000
6.9%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
574Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$297 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$220 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$200 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$200 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$159 Million0.22% of portfolio