Continuum Advisory, LLC Dimensional ETF Tr Transaction History
Continuum Advisory, LLC
- $778 Million
- Q3 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 $28,012. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,102
Previous 1,102
-0.0%
Holding current value
$28,012
Previous $28,000
3.57%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$286 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$231 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$190 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$183 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$145 Million0.23% of portfolio