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
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$193 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$169 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$158 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$131 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$128 Million0.22% of portfolio