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 $14.3 Million. This represents 9.31% of its overall portfolio holdings.
Number of Shares
344,236
Previous 302,639
13.74%
Holding current value
$14.3 Million
Previous $12.5 Million
15.67%
% of portfolio
9.31%
Previous 7.95%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
428Shares Held
113MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$470 Million13.24% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$125 Million11.48% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio