Continuum Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Continuum Advisory, LLC
- $760 Million
- Q4 2024
A detailed history of Continuum Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Continuum Advisory, LLC holds 82 shares of DFIC stock, worth $2,354. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 81
1.23%
Holding current value
$2,354
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
16 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$846 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$787 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$469 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$176 Million10.37% of portfolio