Continuum Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History

Continuum Wealth Advisors, LLC

  • $155 Million
  • Q1 2025

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 344,236 shares of DFCF stock, worth $14.4 Million. This represents 9.31% of its overall portfolio holdings.

Number of Shares
344,236
Previous 302,639 13.74%
Holding current value
$14.4 Million
Previous $12.5 Million 15.67%
% of portfolio
9.31%
Previous 7.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$40.79 - $42.32 $1.7 Million - $1.76 Million
41,597 Added 13.74%
344,236 $14.5 Million
Q4 2024

Feb 04, 2025
BUY
$41.17 - $43.34 $753,040 - $792,731
18,291 Added 6.43%
302,639 $12.5 Million
Q3 2024

Oct 18, 2024
BUY
$41.34 - $43.55 $4.07 Million - $4.29 Million
98,396 Added 52.91%
284,348 $12.3 Million
Q2 2024

Jul 23, 2024
BUY
$40.79 - $41.97 $7.58 Million - $7.8 Million
185,952 New
185,952 $7.72 Million

Others Institutions Holding DFCF

# of Institutions
415
Shares Held
120M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email