Continuum Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Continuum Wealth Advisors, LLC
- $157 Million
- Q4 2024
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 302,639 shares of DFCF stock, worth $12.6 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
302,639
Previous 284,348
6.43%
Holding current value
$12.6 Million
Previous $12.3 Million
1.93%
% of portfolio
7.95%
Previous 7.78%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
402Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$144 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$464 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio