Continuum Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Continuum Wealth Advisors, LLC

  • $189 Million
  • Q2 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 10,682 shares of DFAI stock, worth $331,035. This represents 0.17% of its overall portfolio holdings.

Number of Shares
10,682
Previous 280,600 96.19%
Holding current value
$331,035
Previous $8.48 Million 96.27%
% of portfolio
0.17%
Previous 4.85%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$28.93 - $30.91 $7.81 Million - $8.34 Million
-269,918 Reduced 96.19%
10,682 $316,000
Q1 2024

May 20, 2024
SELL
$27.74 - $30.27 $179,949 - $196,361
-6,487 Reduced 2.26%
280,600 $8.48 Million
Q4 2023

Jan 31, 2024
BUY
$24.88 - $28.69 $63,792 - $73,561
2,564 Added 0.9%
287,087 $8.22 Million
Q3 2023

Oct 25, 2023
BUY
$26.0 - $28.17 $1.75 Million - $1.9 Million
67,497 Added 31.1%
284,523 $7.43 Million
Q2 2023

Jul 27, 2023
BUY
$26.46 - $28.05 $5.74 Million - $6.09 Million
217,026 New
217,026 $5.93 Million

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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